-10.2%
ADSK vs SSNC
-3.9%
-6.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.6% | +8.7% | +8.2% |
| 7D | +11.4% | -1.1% | +12.6% | +12.2% |
| 30D | +21.9% | +0.6% | +21.3% | +20.5% |
| 3M | +13.9% | -1.5% | +15.3% | +14.5% |
| 6M | +9.1% | +15.8% | -6.7% | -2.0% |
| YTD | -8.8% | -8.0% | -0.8% | -6.4% |
| 1Y | -10.2% | -5.8% | -4.4% | -8.8% |
| All | -10.2% | -3.9% | -6.3% | -8.8% |
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