+136.8%
FIS vs SSNC
+1,082.2%
-945.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.4% |
| 7D | +1.1% | +0.6% | +0.4% | +0.8% |
| 30D | -2.2% | +6.0% | -8.3% | -4.9% |
| 3M | +2.1% | +21.0% | -18.8% | -6.7% |
| 6M | -14.7% | +12.1% | -26.8% | -19.3% |
| YTD | -35.7% | -3.2% | -32.5% | -34.8% |
| 1Y | -37.1% | -4.4% | -32.7% | -35.9% |
| 3Y | -20.0% | +51.6% | -71.6% | -34.7% |
| 5Y | -62.1% | +21.1% | -83.2% | -65.9% |
| 10Y | -37.4% | +177.7% | -215.1% | -59.8% |
| All | +136.8% | +1,082.2% | -945.4% | -10.6% |
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