+2,072.5%
FTNT vs SSNC
+173.6%
+1,898.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.8% |
| 7D | -0.1% | -4.0% | +3.9% | +2.3% |
| 30D | -3.0% | +0.5% | -3.5% | -3.4% |
| 3M | +7.6% | +18.9% | -11.3% | -4.5% |
| 6M | +87.0% | +10.8% | +76.1% | +73.0% |
| YTD | +96.5% | -7.1% | +103.7% | +101.9% |
| 1Y | +92.9% | -9.6% | +102.6% | +101.1% |
| 3Y | +139.8% | +51.1% | +88.8% | +76.6% |
| 5Y | +151.3% | +19.7% | +131.7% | +117.2% |
| All | +2,072.5% | +173.6% | +1,898.9% | +1,157.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling