+150.5%
SPMO vs SSNC
+19.2%
+131.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | -0.9% | -4.0% | +3.1% | +0.3% |
| 30D | -1.9% | +0.5% | -2.4% | -2.2% |
| 3M | -1.4% | +18.9% | -20.3% | -7.8% |
| 6M | +25.5% | +10.8% | +14.7% | +20.2% |
| YTD | +24.8% | -7.1% | +32.0% | +28.5% |
| 1Y | +24.5% | -9.6% | +34.1% | +29.5% |
| 3Y | +157.1% | +51.1% | +106.1% | +110.4% |
| All | +150.5% | +19.2% | +131.3% | +131.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling