+124.8%
AAPL vs SSNC
+14.9%
+109.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.8% |
| 7D | -0.5% | -6.7% | +6.2% | +3.0% |
| 30D | +7.1% | -0.8% | +7.9% | +7.4% |
| 3M | +12.1% | +16.1% | -4.0% | +3.4% |
| 6M | +25.4% | +7.9% | +17.5% | +19.5% |
| YTD | +20.5% | -8.7% | +29.2% | +25.0% |
| 1Y | +44.5% | -9.5% | +54.0% | +50.3% |
| 3Y | +85.8% | +47.7% | +38.1% | +42.1% |
| 5Y | +124.8% | +17.6% | +107.1% | +91.4% |
| All | +124.8% | +14.9% | +109.8% | +91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling