+30.8%
ABBV vs SSNC
-5.1%
+35.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.3% | +2.3% | -1.0% | +1.1% |
| 30D | +4.7% | -3.1% | +7.8% | +4.9% |
| 3M | +18.3% | -2.7% | +21.1% | +18.5% |
| 6M | +43.4% | +23.7% | +19.7% | +41.6% |
| YTD | +33.0% | -8.0% | +41.0% | +31.2% |
| 1Y | +30.8% | -4.7% | +35.5% | +28.5% |
| All | +30.8% | -5.1% | +35.9% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling