+157.8%
SMTC vs SSNC
-9.9%
+167.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -3.2% |
| 7D | +17.5% | -6.7% | +24.3% | +13.9% |
| 30D | +21.3% | -0.8% | +22.1% | +21.1% |
| 3M | +3.1% | +16.1% | -12.9% | +11.9% |
| 6M | +81.7% | +7.9% | +73.7% | +99.7% |
| YTD | +115.9% | -8.7% | +124.6% | +143.9% |
| 1Y | +157.8% | -9.5% | +167.3% | +215.0% |
| All | +157.8% | -9.9% | +167.7% | +215.0% |
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 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