+207.4%
SWK vs SSNC
+1,006.7%
-799.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.7% |
| 7D | +11.3% | -2.8% | +14.1% | +13.0% |
| 30D | +28.1% | +0.4% | +27.7% | +27.3% |
| 3M | +12.6% | -0.7% | +13.3% | +12.4% |
| 6M | +51.7% | +13.9% | +37.8% | +38.8% |
| YTD | +60.0% | -9.4% | +69.4% | +64.7% |
| 1Y | +72.7% | -7.4% | +80.0% | +75.6% |
| 3Y | +46.3% | +55.7% | -9.3% | +11.8% |
| 5Y | -24.6% | +7.8% | -32.4% | -29.5% |
| 10Y | +32.2% | +178.8% | -146.6% | -20.7% |
| All | +207.4% | +1,006.7% | -799.4% | -6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling