+22.7%
SYY vs SSNC
+14.9%
+7.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | +1.5% | -6.7% | +8.3% | +3.6% |
| 30D | -2.3% | -0.8% | -1.5% | -2.2% |
| 3M | +5.5% | +16.1% | -10.6% | +0.2% |
| 6M | -1.0% | +7.9% | -8.9% | -3.9% |
| YTD | +14.1% | -8.7% | +22.8% | +17.2% |
| 1Y | +5.6% | -9.5% | +15.0% | +8.5% |
| 3Y | +27.9% | +47.7% | -19.8% | +5.2% |
| 5Y | +22.7% | +17.6% | +5.1% | +10.2% |
| All | +22.7% | +14.9% | +7.8% | +10.2% |
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