+29.5%
SWK vs SSNC
+177.4%
-148.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +10.7% | -4.5% | +15.2% | +14.0% |
| 30D | +33.3% | -3.9% | +37.2% | +36.3% |
| 3M | +14.7% | -1.3% | +16.0% | +14.9% |
| 6M | +48.5% | +14.1% | +34.4% | +32.8% |
| YTD | +63.9% | -9.9% | +73.8% | +70.4% |
| 1Y | +80.4% | -6.2% | +86.6% | +82.2% |
| 3Y | +58.1% | +56.1% | +2.0% | +11.7% |
| 5Y | -24.5% | +5.4% | -29.9% | -30.6% |
| 10Y | +29.5% | +172.3% | -142.8% | -20.3% |
| All | +29.5% | +177.4% | -148.0% | -20.3% |
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