+319.9%
ADP vs SSNC
+184.6%
+135.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +2.2% | +2.3% | -0.1% | +1.0% |
| 30D | +10.6% | -3.1% | +13.7% | +12.1% |
| 3M | +12.9% | -2.7% | +15.7% | +14.3% |
| 6M | +50.6% | +23.7% | +27.0% | +35.2% |
| YTD | +23.2% | -8.0% | +31.2% | +27.4% |
| 1Y | +25.3% | -4.7% | +30.0% | +27.3% |
| 3Y | +47.1% | +58.0% | -10.9% | +15.4% |
| 5Y | +50.1% | +8.0% | +42.1% | +39.2% |
| All | +319.9% | +184.6% | +135.3% | +174.9% |
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