+791.3%
ANET vs SSNC
+19.2%
+772.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +4.7% |
| 7D | +3.0% | -4.0% | +7.0% | +5.2% |
| 30D | -5.2% | +0.5% | -5.7% | -5.7% |
| 3M | +27.6% | +18.9% | +8.7% | +14.0% |
| 6M | +44.4% | +10.8% | +33.6% | +34.2% |
| YTD | +52.3% | -7.1% | +59.5% | +57.6% |
| 1Y | +30.4% | -9.6% | +40.0% | +36.9% |
| 3Y | +313.3% | +51.1% | +262.2% | +198.8% |
| All | +791.3% | +19.2% | +772.1% | +693.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling