-24.2%
SWK vs SSNC
+5.6%
-29.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +10.7% | -4.5% | +15.2% | +14.2% |
| 30D | +33.3% | -3.9% | +37.2% | +36.4% |
| 3M | +14.7% | -1.3% | +16.0% | +14.7% |
| 6M | +48.5% | +14.1% | +34.4% | +31.3% |
| YTD | +63.9% | -9.9% | +73.8% | +73.4% |
| 1Y | +80.4% | -6.2% | +86.6% | +84.0% |
| 3Y | +58.1% | +56.1% | +2.0% | +1.5% |
| All | -24.2% | +5.6% | -29.8% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling