+32.1%
SWKS vs SSNC
+172.0%
-139.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.7% |
| 7D | -6.2% | -3.3% | -2.8% | -4.1% |
| 30D | -1.5% | -1.3% | -0.2% | -1.3% |
| 3M | +23.0% | -2.3% | +25.3% | +23.5% |
| 6M | +27.6% | +12.6% | +15.0% | +14.5% |
| YTD | +32.3% | -10.1% | +42.4% | +36.9% |
| 1Y | +20.1% | -6.6% | +26.7% | +20.9% |
| 3Y | +0.6% | +54.0% | -53.3% | -28.6% |
| 5Y | -42.3% | +7.0% | -49.3% | -47.9% |
| All | +32.1% | +172.0% | -139.9% | -29.1% |
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