+3.3%
SWK vs SSNC
+178.1%
-174.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.7% |
| 7D | -0.4% | +0.6% | -1.1% | -0.9% |
| 30D | -5.7% | +6.0% | -11.8% | -9.5% |
| 3M | +24.1% | +21.0% | +3.1% | +7.7% |
| 6M | +24.7% | +12.1% | +12.6% | +13.2% |
| YTD | +33.9% | -3.2% | +37.2% | +33.5% |
| 1Y | +34.7% | -4.4% | +39.0% | +35.4% |
| 3Y | +15.3% | +51.6% | -36.3% | -16.1% |
| 5Y | -39.3% | +21.1% | -60.4% | -48.8% |
| All | +3.3% | +178.1% | -174.8% | -39.7% |
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