+1,122.7%
STLD vs SSNC
+162.7%
+960.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.5% | +0.9% |
| 7D | -2.8% | -3.9% | +1.1% | -0.8% |
| 30D | -10.4% | -0.2% | -10.2% | -10.5% |
| 3M | -10.6% | +15.9% | -26.5% | -18.4% |
| 6M | +32.7% | +7.5% | +25.2% | +25.6% |
| YTD | +42.8% | -8.2% | +51.0% | +46.3% |
| 1Y | +86.9% | -9.3% | +96.3% | +92.4% |
| 3Y | +143.8% | +48.5% | +95.4% | +84.8% |
| 5Y | +293.5% | +16.0% | +277.5% | +241.4% |
| 10Y | +1,122.7% | +169.2% | +953.5% | +625.8% |
| All | +1,122.7% | +162.7% | +960.0% | +625.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling