+171.7%
SSNC vs RACE
+732.7%
-561.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.2% |
| 7D | -3.3% | +5.1% | -8.4% | -5.3% |
| 30D | -1.3% | +7.7% | -9.0% | -4.2% |
| 3M | -2.3% | +2.2% | -4.5% | -3.4% |
| 6M | +12.6% | +23.8% | -11.1% | +2.3% |
| YTD | -10.1% | +13.9% | -24.0% | -16.4% |
| 1Y | -6.6% | +3.8% | -10.3% | -9.7% |
| 3Y | +54.0% | +28.0% | +25.9% | +27.5% |
| 5Y | +7.0% | +64.9% | -58.0% | -23.8% |
| All | +171.7% | +732.7% | -561.1% | +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