+1,333.1%
CRWD vs SSNC
+51.6%
+1,281.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.2% |
| 7D | +2.2% | -3.9% | +6.0% | +4.6% |
| 30D | -7.7% | -0.2% | -7.5% | -7.6% |
| 3M | +28.9% | +15.9% | +13.0% | +16.9% |
| 6M | +91.5% | +7.5% | +84.0% | +81.9% |
| YTD | +77.3% | -8.2% | +85.5% | +84.5% |
| 1Y | +96.3% | -9.3% | +105.6% | +104.8% |
| 3Y | +394.5% | +48.5% | +346.0% | +280.1% |
| 5Y | +213.5% | +16.0% | +197.5% | +177.8% |
| All | +1,333.1% | +51.6% | +1,281.5% | +899.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling