+316.1%
ADP vs SSNC
+174.0%
+142.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.5% |
| 7D | +3.2% | -2.5% | +5.7% | +4.5% |
| 30D | +12.8% | -2.7% | +15.5% | +14.1% |
| 3M | +12.3% | -0.8% | +13.2% | +12.6% |
| 6M | +45.4% | +15.5% | +29.9% | +34.9% |
| YTD | +21.4% | -8.8% | +30.2% | +26.1% |
| 1Y | +23.7% | -5.8% | +29.5% | +26.5% |
| 3Y | +43.6% | +55.7% | -12.1% | +13.5% |
| 5Y | +48.7% | +6.7% | +42.0% | +38.8% |
| 10Y | +316.1% | +184.0% | +132.1% | +173.3% |
| All | +316.1% | +174.0% | +142.1% | +173.3% |
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