+11.6%
SWKS vs SSNC
+57.7%
-46.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +10.9% | +1.4% | +9.5% | +10.2% |
| 30D | +17.6% | -2.6% | +20.2% | +18.5% |
| 3M | +29.2% | -0.6% | +29.8% | +28.4% |
| 6M | +37.0% | +19.9% | +17.1% | +21.5% |
| YTD | +44.9% | -8.2% | +53.1% | +55.0% |
| 1Y | +33.8% | -5.5% | +39.4% | +39.5% |
| All | +11.6% | +57.7% | -46.1% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling