+1,151.9%
URI vs SSNC
+184.2%
+967.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +9.3% | +1.4% | +8.0% | +8.3% |
| 30D | +7.6% | -2.6% | +10.2% | +9.3% |
| 3M | +1.0% | -0.6% | +1.6% | +0.7% |
| 6M | +19.8% | +19.9% | 0.0% | +1.8% |
| YTD | +41.9% | -8.2% | +50.0% | +45.4% |
| 1Y | +33.4% | -5.5% | +38.9% | +33.6% |
| 3Y | +156.0% | +56.8% | +99.3% | +70.7% |
| 5Y | +209.5% | +7.8% | +201.7% | +174.4% |
| All | +1,151.9% | +184.2% | +967.7% | +598.1% |
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