+249.0%
SLV vs SSNC
+1,082.2%
-833.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | -0.3% | +0.6% | -1.0% | -0.4% |
| 30D | +6.7% | +6.0% | +0.6% | +6.0% |
| 3M | -10.7% | +21.0% | -31.7% | -12.7% |
| 6M | -20.6% | +12.1% | -32.7% | -21.8% |
| YTD | -7.1% | -3.2% | -3.9% | -7.1% |
| 1Y | +62.0% | -4.4% | +66.3% | +62.1% |
| 3Y | +169.8% | +51.6% | +118.2% | +154.8% |
| 5Y | +161.5% | +21.1% | +140.4% | +150.7% |
| 10Y | +224.4% | +177.7% | +46.7% | +185.1% |
| All | +249.0% | +1,082.2% | -833.2% | +149.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling