+517.6%
SPMO vs SSNC
+173.6%
+344.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.1% |
| 7D | -0.9% | -4.0% | +3.1% | +0.6% |
| 30D | -1.9% | +0.5% | -2.4% | -2.3% |
| 3M | -1.4% | +18.9% | -20.3% | -8.9% |
| 6M | +25.5% | +10.8% | +14.7% | +18.7% |
| YTD | +24.8% | -7.1% | +32.0% | +26.6% |
| 1Y | +24.5% | -9.6% | +34.1% | +27.4% |
| 3Y | +157.1% | +51.1% | +106.1% | +109.5% |
| 5Y | +149.5% | +19.7% | +129.8% | +121.5% |
| All | +517.6% | +173.6% | +344.0% | +335.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling