+183.2%
SLV vs SSNC
+186.8%
-3.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | -14.2% | -1.9% | -12.3% | -14.0% |
| 3M | -20.3% | -0.2% | -20.2% | -20.4% |
| 6M | -40.2% | +19.4% | -59.6% | -41.9% |
| YTD | -27.6% | -8.1% | -19.5% | -27.1% |
| 1Y | +0.4% | -5.3% | +5.7% | +0.7% |
| 3Y | +129.4% | +56.9% | +72.4% | +110.9% |
| 5Y | +99.8% | +8.0% | +91.8% | +91.6% |
| 10Y | +183.2% | +183.6% | -0.4% | +135.6% |
| All | +183.2% | +186.8% | -3.6% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling