+71.5%
CDNS vs SSNC
+15.9%
+55.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +1.0% |
| 7D | -7.2% | -3.9% | -3.3% | -5.0% |
| 30D | -14.3% | -0.2% | -14.1% | -14.2% |
| 3M | -27.2% | +15.9% | -43.1% | -34.2% |
| 6M | -4.5% | +7.5% | -12.0% | -9.6% |
| YTD | -9.0% | -8.2% | -0.7% | -4.8% |
| 1Y | -21.3% | -9.3% | -12.0% | -17.2% |
| 3Y | +19.6% | +48.5% | -28.9% | -12.4% |
| 5Y | +71.5% | +16.0% | +55.5% | +60.1% |
| All | +71.5% | +15.9% | +55.6% | +60.1% |
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