+2.4%
SWKS vs SSNC
-3.0%
+5.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.6% |
| 7D | +12.5% | +0.6% | +11.9% | +12.4% |
| 30D | +10.5% | +6.0% | +4.5% | +10.1% |
| 3M | -7.4% | +21.0% | -28.4% | -7.6% |
| 6M | +32.7% | +12.1% | +20.6% | +34.6% |
| YTD | +19.2% | -3.2% | +22.4% | +26.4% |
| 1Y | +2.4% | -4.4% | +6.7% | +16.5% |
| All | +2.4% | -3.0% | +5.4% | +16.5% |
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 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