+183.3%
SW vs SSNC
+177.4%
+5.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.8% | -4.5% | +6.3% | +2.9% |
| 30D | +7.0% | -3.9% | +10.9% | +7.9% |
| 3M | -7.6% | -1.3% | -6.3% | -7.4% |
| 6M | +8.5% | +14.1% | -5.6% | +5.1% |
| YTD | +17.7% | -9.9% | +27.6% | +19.6% |
| 1Y | +27.1% | -6.2% | +33.3% | +28.1% |
| 3Y | +48.2% | +56.1% | -7.9% | +37.7% |
| 5Y | -2.3% | +5.4% | -7.7% | -6.1% |
| 10Y | +183.3% | +172.3% | +11.0% | +151.3% |
| All | +183.3% | +177.4% | +5.9% | +151.3% |
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