+580.0%
XYZ vs SSNC
+164.2%
+415.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | +0.5% |
| 7D | +2.9% | -1.8% | +4.6% | +4.6% |
| 30D | +1.4% | +1.9% | -0.5% | -0.4% |
| 3M | +14.6% | +18.4% | -3.8% | -4.4% |
| 6M | +20.8% | +7.0% | +13.8% | +10.7% |
| YTD | +23.1% | -6.9% | +30.0% | +29.4% |
| 1Y | +5.6% | -8.2% | +13.8% | +12.3% |
| 3Y | +50.9% | +50.5% | +0.4% | -3.0% |
| 5Y | -68.6% | +17.4% | -85.9% | -72.8% |
| 10Y | +580.0% | +164.9% | +415.0% | +231.7% |
| All | +580.0% | +164.2% | +415.7% | +231.7% |
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