+96.2%
SMH vs SSNC
-3.0%
+99.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.4% |
| 7D | +2.5% | +0.6% | +1.9% | +2.7% |
| 30D | -0.5% | +6.0% | -6.5% | +0.8% |
| 3M | -9.6% | +21.0% | -30.6% | -4.3% |
| 6M | +42.1% | +12.1% | +30.0% | +52.2% |
| YTD | +57.4% | -3.2% | +60.7% | +72.3% |
| 1Y | +96.2% | -4.4% | +100.6% | +119.7% |
| All | +96.2% | -3.0% | +99.2% | +119.7% |
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