+1,770.3%
SMCI vs SSNC
+173.6%
+1,596.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.4% |
| 7D | +1.3% | -4.0% | +5.3% | +3.4% |
| 30D | +6.6% | +0.5% | +6.1% | +6.2% |
| 3M | +25.4% | +18.9% | +6.5% | +12.5% |
| 6M | +26.1% | +10.8% | +15.3% | +17.1% |
| YTD | +37.0% | -7.1% | +44.1% | +39.6% |
| 1Y | -8.8% | -9.6% | +0.9% | -5.8% |
| 3Y | +44.6% | +51.1% | -6.5% | +11.0% |
| 5Y | +995.9% | +19.7% | +976.3% | +848.8% |
| All | +1,770.3% | +173.6% | +1,596.8% | +1,020.3% |
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