+2.8%
AVGO vs SSNC
-5.1%
+7.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -4.9% | -4.7% |
| 7D | +18.2% | +2.3% | +15.9% | +18.4% |
| 30D | +0.2% | -3.1% | +3.3% | -0.1% |
| 3M | -16.8% | -2.7% | -14.1% | -16.9% |
| 6M | -16.5% | +23.7% | -40.1% | -16.0% |
| YTD | +0.8% | -8.0% | +8.8% | +6.0% |
| 1Y | +2.8% | -4.7% | +7.5% | +7.0% |
| All | +2.8% | -5.1% | +7.9% | +7.0% |
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