-55.3%
ADBE vs SSNC
+49.3%
-104.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.3% |
| 7D | -5.4% | -4.0% | -1.3% | -2.8% |
| 30D | -2.5% | +0.5% | -3.0% | -2.6% |
| 3M | +15.3% | +18.9% | -3.6% | +4.0% |
| 6M | -7.8% | +10.8% | -18.7% | -13.6% |
| YTD | -27.9% | -7.1% | -20.8% | -25.7% |
| 1Y | -28.0% | -9.6% | -18.4% | -24.8% |
| 3Y | -55.3% | +51.1% | -106.4% | -63.1% |
| All | -55.3% | +49.3% | -104.6% | -63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling