+225.5%
CRWD vs SSNC
+19.2%
+206.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -2.3% |
| 7D | -3.0% | -4.0% | +1.1% | -0.1% |
| 30D | -6.8% | +0.5% | -7.3% | -7.2% |
| 3M | +19.6% | +18.9% | +0.7% | +3.5% |
| 6M | +87.1% | +10.8% | +76.3% | +71.2% |
| YTD | +76.4% | -7.1% | +83.6% | +84.8% |
| 1Y | +90.8% | -9.6% | +100.4% | +103.3% |
| 3Y | +380.0% | +51.1% | +328.9% | +214.7% |
| All | +225.5% | +19.2% | +206.3% | +186.0% |
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 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