-9.9%
ABNB vs SSNC
+7.5%
-17.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +3.0% | +3.0% |
| 7D | -1.7% | +2.3% | -4.0% | -3.5% |
| 30D | +11.8% | -3.1% | +14.9% | +14.0% |
| 3M | +0.9% | -2.7% | +3.6% | +2.5% |
| 6M | +40.5% | +23.7% | +16.8% | +16.0% |
| YTD | +37.6% | -8.0% | +45.7% | +44.9% |
| 1Y | +54.1% | -4.7% | +58.8% | +57.2% |
| 3Y | +56.8% | +58.0% | -1.2% | -4.4% |
| All | -9.9% | +7.5% | -17.4% | -16.8% |
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