+1,756.9%
V vs SSNC
+1,082.2%
+674.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -1.7% | +0.6% | -2.4% | -2.0% |
| 30D | +2.0% | +6.0% | -4.1% | -0.7% |
| 3M | +17.4% | +21.0% | -3.6% | +7.4% |
| 6M | +17.5% | +12.1% | +5.4% | +10.9% |
| YTD | +7.6% | -3.2% | +10.8% | +8.0% |
| 1Y | +7.7% | -4.4% | +12.1% | +8.5% |
| 3Y | +54.7% | +51.6% | +3.0% | +25.9% |
| 5Y | +73.0% | +21.1% | +52.0% | +53.9% |
| 10Y | +390.9% | +177.7% | +213.2% | +211.1% |
| All | +1,756.9% | +1,082.2% | +674.7% | +621.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling