-71.1%
FIS vs SSNC
+7.5%
-78.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +6.1% |
| 7D | +1.5% | -0.2% | +1.7% | +1.7% |
| 30D | -11.8% | -1.9% | -9.9% | -10.4% |
| 3M | -28.5% | -0.2% | -28.4% | -28.2% |
| 6M | -27.0% | +19.4% | -46.4% | -35.6% |
| YTD | -53.1% | -8.1% | -45.0% | -50.4% |
| 1Y | -52.8% | -5.3% | -47.5% | -51.1% |
| 3Y | -37.5% | +56.9% | -94.4% | -57.1% |
| 5Y | -71.1% | +8.0% | -79.1% | -74.4% |
| All | -71.1% | +7.5% | -78.6% | -74.4% |
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