-53.1%
FISV vs SSNC
+19.2%
-72.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.3% |
| 7D | -2.7% | -4.0% | +1.4% | +0.1% |
| 30D | 0.0% | +0.5% | -0.5% | -0.1% |
| 3M | -2.8% | +18.9% | -21.7% | -13.1% |
| 6M | -11.8% | +10.8% | -22.7% | -17.5% |
| YTD | -23.2% | -7.1% | -16.1% | -19.8% |
| 1Y | -62.0% | -9.6% | -52.4% | -59.3% |
| 3Y | -57.6% | +51.1% | -108.7% | -67.0% |
| All | -53.1% | +19.2% | -72.3% | -59.9% |
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