+252.8%
SPOT vs SSNC
+75.2%
+177.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.1% |
| 7D | -3.1% | -4.0% | +1.0% | -1.0% |
| 30D | +7.4% | +0.5% | +6.9% | +7.1% |
| 3M | +8.2% | +18.9% | -10.7% | -1.7% |
| 6M | +2.2% | +10.8% | -8.6% | -4.0% |
| YTD | -9.5% | -7.1% | -2.3% | -6.9% |
| 1Y | -23.8% | -9.6% | -14.2% | -21.0% |
| 3Y | +233.5% | +51.1% | +182.4% | +156.3% |
| 5Y | +112.2% | +19.7% | +92.5% | +85.1% |
| All | +252.8% | +75.2% | +177.6% | +144.7% |
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