+169.8%
SSNC vs SUI
+115.7%
+54.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.1% |
| 7D | -3.3% | +6.2% | -9.5% | -6.1% |
| 30D | -1.3% | +8.6% | -9.8% | -5.1% |
| 3M | -2.3% | +1.0% | -3.3% | -3.1% |
| 6M | +12.6% | -2.6% | +15.2% | +13.5% |
| YTD | -10.1% | -0.1% | -10.0% | -10.8% |
| 1Y | -6.6% | +0.5% | -7.0% | -7.6% |
| 3Y | +54.0% | +15.3% | +38.7% | +39.7% |
| 5Y | +7.0% | -26.1% | +33.1% | +18.4% |
| All | +169.8% | +115.7% | +54.1% | +114.5% |
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