+3,621.5%
STX vs SSNC
+162.7%
+3,458.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.5% |
| 7D | +9.6% | -3.9% | +13.5% | +11.2% |
| 30D | +10.6% | -0.2% | +10.8% | +10.2% |
| 3M | +4.8% | +15.9% | -11.1% | -4.2% |
| 6M | +137.3% | +7.5% | +129.8% | +123.4% |
| YTD | +222.5% | -8.2% | +230.7% | +225.5% |
| 1Y | +366.2% | -9.3% | +375.6% | +370.6% |
| 3Y | +1,352.9% | +48.5% | +1,304.5% | +1,026.0% |
| 5Y | +1,077.4% | +16.0% | +1,061.4% | +923.1% |
| 10Y | +3,621.5% | +169.2% | +3,452.3% | +2,014.5% |
| All | +3,621.5% | +162.7% | +3,458.8% | +2,014.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling