+78.3%
SWK vs SSNC
-4.9%
+83.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | -2.3% | -0.2% | -2.1% | -2.3% |
| 30D | +30.4% | -1.9% | +32.3% | +30.7% |
| 3M | +12.1% | -0.2% | +12.3% | +12.1% |
| 6M | +49.1% | +19.4% | +29.7% | +45.6% |
| YTD | +60.4% | -8.1% | +68.6% | +70.3% |
| 1Y | +78.3% | -5.3% | +83.6% | +83.6% |
| All | +78.3% | -4.9% | +83.2% | +83.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling