+1,895.7%
TER vs SSNC
+162.7%
+1,733.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.9% |
| 7D | +12.4% | -3.9% | +16.2% | +14.6% |
| 30D | +5.1% | -0.2% | +5.3% | +4.7% |
| 3M | +4.0% | +15.9% | -12.0% | -7.8% |
| 6M | +29.5% | +7.5% | +22.1% | +18.9% |
| YTD | +98.5% | -8.2% | +106.7% | +98.8% |
| 1Y | +234.1% | -9.3% | +243.4% | +235.5% |
| 3Y | +289.0% | +48.5% | +240.6% | +178.3% |
| 5Y | +228.2% | +16.0% | +212.2% | +177.1% |
| 10Y | +1,895.7% | +169.2% | +1,726.5% | +992.5% |
| All | +1,895.7% | +162.7% | +1,733.0% | +992.5% |
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 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