+78.2%
AAPL vs SSNC
+47.5%
+30.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.2% |
| 7D | -3.0% | -3.9% | +0.9% | -1.5% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +8.6% | +15.9% | -7.3% | +2.2% |
| 6M | +21.6% | +7.5% | +14.1% | +17.6% |
| YTD | +16.3% | -8.2% | +24.5% | +20.2% |
| 1Y | +35.1% | -9.3% | +44.4% | +40.2% |
| All | +78.2% | +47.5% | +30.7% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling