+172.3%
SSNC vs SUI
+118.5%
+53.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -4.5% | +3.0% | -7.5% | -5.9% |
| 30D | -3.9% | +5.6% | -9.4% | -6.4% |
| 3M | -1.3% | +0.9% | -2.3% | -2.1% |
| 6M | +14.1% | -2.6% | +16.7% | +15.0% |
| YTD | -9.9% | -0.1% | -9.8% | -10.6% |
| 1Y | -6.2% | -1.4% | -4.8% | -6.4% |
| 3Y | +56.1% | +19.8% | +36.3% | +38.9% |
| 5Y | +5.4% | -25.8% | +31.1% | +16.3% |
| 10Y | +172.3% | +118.1% | +54.2% | +114.1% |
| All | +172.3% | +118.5% | +53.8% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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