+17.6%
ABNB vs SSNC
+20.0%
-2.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.3% |
| 7D | -6.5% | -4.0% | -2.4% | -3.6% |
| 30D | -5.5% | +0.5% | -6.0% | -5.8% |
| 3M | +30.0% | +18.9% | +11.1% | +13.9% |
| 6M | +27.6% | +10.8% | +16.8% | +17.3% |
| YTD | +25.4% | -7.1% | +32.5% | +31.0% |
| 1Y | +38.3% | -9.6% | +47.9% | +47.0% |
| 3Y | +15.5% | +51.1% | -35.5% | -19.2% |
| 5Y | +3.0% | +19.7% | -16.6% | -14.2% |
| All | +17.6% | +20.0% | -2.4% | -2.2% |
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 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