+63.3%
SLV vs SSNC
-9.3%
+72.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.7% | +2.1% |
| 7D | +2.8% | -3.9% | +6.7% | +2.4% |
| 30D | +2.2% | -0.2% | +2.4% | +2.3% |
| 3M | +2.9% | +15.9% | -13.0% | +4.7% |
| 6M | -22.4% | +7.5% | -29.9% | -21.7% |
| YTD | -5.7% | -8.2% | +2.5% | -7.1% |
| 1Y | +63.3% | -9.3% | +72.7% | +64.9% |
| All | +63.3% | -9.3% | +72.6% | +64.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling