+1,166.2%
CDNS vs SSNC
+184.6%
+981.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | +1.0% | +2.3% | -1.3% | -0.3% |
| 30D | -2.0% | -3.1% | +1.2% | -1.0% |
| 3M | -0.2% | -2.7% | +2.5% | +0.3% |
| 6M | -8.9% | +23.7% | -32.6% | -21.1% |
| YTD | +3.3% | -8.0% | +11.4% | +6.0% |
| 1Y | +2.2% | -4.7% | +6.9% | +2.6% |
| 3Y | +22.4% | +58.0% | -35.6% | -9.8% |
| 5Y | +78.0% | +8.0% | +70.1% | +62.3% |
| All | +1,166.2% | +184.6% | +981.6% | +617.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling