+653.5%
ADBE vs SSNC
+1,082.2%
-428.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.6% | -6.1% |
| 7D | -8.6% | +0.6% | -9.2% | -8.9% |
| 30D | +2.8% | +6.0% | -3.3% | -0.3% |
| 3M | +3.1% | +21.0% | -17.8% | -6.7% |
| 6M | -2.4% | +12.1% | -14.5% | -8.0% |
| YTD | -23.9% | -3.2% | -20.6% | -22.6% |
| 1Y | -22.6% | -4.4% | -18.2% | -20.9% |
| 3Y | -52.7% | +51.6% | -104.3% | -62.5% |
| 5Y | -60.0% | +21.1% | -81.1% | -64.4% |
| 10Y | +157.3% | +177.7% | -20.4% | +53.8% |
| All | +653.5% | +1,082.2% | -428.7% | +150.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling