+163.2%
SLV vs SSNC
+1,021.7%
-858.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | -3.9% | +1.4% | -5.2% | -4.0% |
| 30D | -15.6% | -2.6% | -13.0% | -15.5% |
| 3M | -23.6% | -0.6% | -23.0% | -23.6% |
| 6M | -42.6% | +19.9% | -62.4% | -43.9% |
| YTD | -30.0% | -8.2% | -21.8% | -29.6% |
| 1Y | -6.6% | -5.5% | -1.1% | -6.5% |
| 3Y | +121.8% | +56.8% | +65.1% | +108.5% |
| 5Y | +92.7% | +7.8% | +84.9% | +86.9% |
| 10Y | +174.0% | +183.3% | -9.4% | +140.8% |
| All | +163.2% | +1,021.7% | -858.5% | +89.4% |
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