+148.0%
ADBE vs SSNC
+169.0%
-20.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.8% | -2.0% |
| 7D | -12.9% | -6.7% | -6.2% | -8.9% |
| 30D | -5.6% | -0.8% | -4.8% | -5.0% |
| 3M | +6.6% | +16.1% | -9.4% | -2.7% |
| 6M | -9.6% | +7.9% | -17.5% | -13.7% |
| YTD | -28.9% | -8.7% | -20.2% | -24.9% |
| 1Y | -28.9% | -9.5% | -19.4% | -24.7% |
| 3Y | -55.6% | +47.7% | -103.3% | -65.9% |
| 5Y | -62.2% | +17.6% | -79.9% | -66.7% |
| All | +148.0% | +169.0% | -20.9% | +42.3% |
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