+172.3%
SSNC vs RACE
+738.3%
-566.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | 0.0% |
| 7D | -4.5% | +3.9% | -8.4% | -6.1% |
| 30D | -3.9% | +7.4% | -11.3% | -6.7% |
| 3M | -1.3% | +1.6% | -2.9% | -2.2% |
| 6M | +14.1% | +23.3% | -9.2% | +3.9% |
| YTD | -9.9% | +14.7% | -24.6% | -16.4% |
| 1Y | -6.2% | +2.5% | -8.7% | -8.8% |
| 3Y | +56.1% | +28.0% | +28.1% | +29.4% |
| 5Y | +5.4% | +69.8% | -64.4% | -25.9% |
| 10Y | +172.3% | +734.9% | -562.6% | +11.2% |
| All | +172.3% | +738.3% | -566.0% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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