+468.0%
UUUU vs SSNC
+173.6%
+294.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -6.0% |
| 7D | -10.5% | -4.0% | -6.5% | -8.5% |
| 30D | -10.5% | +0.5% | -11.0% | -10.9% |
| 3M | -14.1% | +18.9% | -33.1% | -23.9% |
| 6M | -35.5% | +10.8% | -46.3% | -40.7% |
| YTD | -10.9% | -7.1% | -3.8% | -10.0% |
| 1Y | +3.4% | -9.6% | +13.0% | +5.8% |
| 3Y | +73.1% | +51.1% | +22.1% | +22.1% |
| 5Y | +87.1% | +19.7% | +67.5% | +55.9% |
| All | +468.0% | +173.6% | +294.4% | +223.1% |
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