+43.6%
EXEL vs SSNC
-8.1%
+51.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.4% |
| 7D | -4.9% | -4.0% | -0.9% | -4.5% |
| 30D | +11.4% | +0.5% | +10.9% | +11.3% |
| 3M | +4.9% | +18.9% | -14.0% | +2.9% |
| 6M | +34.4% | +10.8% | +23.6% | +33.1% |
| YTD | +28.0% | -7.1% | +35.2% | +30.3% |
| 1Y | +43.6% | -9.6% | +53.3% | +55.3% |
| All | +43.6% | -8.1% | +51.8% | +55.3% |
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