+46.1%
ASML vs SSNC
-3.9%
+50.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -4.0% |
| 7D | -10.0% | -1.1% | -8.9% | -10.3% |
| 30D | -19.4% | +0.6% | -20.1% | -19.2% |
| 3M | -12.5% | -1.5% | -11.0% | -12.6% |
| 6M | +8.2% | +15.8% | -7.6% | +14.2% |
| YTD | +40.7% | -8.0% | +48.7% | +51.8% |
| 1Y | +46.1% | -5.8% | +52.0% | +55.5% |
| All | +46.1% | -3.9% | +50.1% | +55.5% |
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