+23.7%
ADP vs SSNC
-5.1%
+28.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.4% |
| 7D | +3.2% | -2.5% | +5.7% | +4.8% |
| 30D | +12.8% | -2.7% | +15.5% | +14.2% |
| 3M | +12.3% | -0.8% | +13.2% | +12.4% |
| 6M | +45.4% | +15.5% | +29.9% | +31.6% |
| YTD | +21.4% | -8.8% | +30.2% | +24.4% |
| 1Y | +23.7% | -5.8% | +29.5% | +24.8% |
| All | +23.7% | -5.1% | +28.8% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling