+2,063.2%
SMCI vs SSNC
+1,015.4%
+1,047.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.7% |
| 7D | -1.3% | -6.7% | +5.5% | +2.2% |
| 30D | +18.3% | -0.8% | +19.1% | +18.6% |
| 3M | +27.7% | +16.1% | +11.7% | +16.0% |
| 6M | +17.6% | +7.9% | +9.6% | +10.5% |
| YTD | +27.7% | -8.7% | +36.4% | +30.7% |
| 1Y | -14.9% | -9.5% | -5.4% | -12.6% |
| 3Y | +33.2% | +47.7% | -14.5% | +4.2% |
| 5Y | +921.6% | +17.6% | +903.9% | +798.6% |
| 10Y | +1,672.4% | +167.7% | +1,504.7% | +868.6% |
| All | +2,063.2% | +1,015.4% | +1,047.8% | +410.0% |
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