+72.4%
UBER vs SSNC
+51.6%
+20.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.6% |
| 7D | -5.4% | -4.0% | -1.4% | -2.2% |
| 30D | -4.9% | +0.5% | -5.4% | -5.4% |
| 3M | +3.0% | +18.9% | -15.9% | -11.7% |
| 6M | -4.4% | +10.8% | -15.2% | -13.4% |
| YTD | -12.3% | -7.1% | -5.1% | -8.8% |
| 1Y | -24.3% | -9.6% | -14.7% | -20.1% |
| 3Y | +46.4% | +51.1% | -4.6% | -3.3% |
| 5Y | +79.7% | +19.7% | +60.0% | +46.4% |
| All | +72.4% | +51.6% | +20.8% | -4.3% |
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