+146.9%
SMTC vs SSNC
-3.0%
+149.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +8.7% |
| 7D | +12.7% | +0.6% | +12.1% | +13.1% |
| 30D | +22.0% | +6.0% | +15.9% | +25.4% |
| 3M | -12.7% | +21.0% | -33.6% | -2.7% |
| 6M | +64.8% | +12.1% | +52.7% | +86.5% |
| YTD | +100.7% | -3.2% | +103.9% | +132.7% |
| 1Y | +146.9% | -4.4% | +151.2% | +209.8% |
| All | +146.9% | -3.0% | +149.9% | +209.8% |
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