+32.8%
SPG vs SSNC
-4.9%
+37.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +2.7% | -0.2% | +2.9% | +2.8% |
| 30D | +16.6% | -1.9% | +18.5% | +16.9% |
| 3M | +8.1% | -0.2% | +8.2% | +7.9% |
| 6M | +19.3% | +19.4% | -0.1% | +15.1% |
| YTD | +31.1% | -8.1% | +39.2% | +31.2% |
| 1Y | +32.8% | -5.3% | +38.0% | +31.6% |
| All | +32.8% | -4.9% | +37.6% | +31.6% |
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