+152.9%
FTNT vs SSNC
+58.0%
+94.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +7.1% | +2.3% | +4.7% | +6.1% |
| 30D | -30.9% | -3.1% | -27.8% | -30.5% |
| 3M | -23.1% | -2.7% | -20.4% | -22.9% |
| 6M | +8.1% | +23.7% | -15.6% | -3.9% |
| YTD | +60.2% | -8.0% | +68.2% | +65.1% |
| 1Y | +57.0% | -4.7% | +61.7% | +58.5% |
| 3Y | +152.9% | +58.0% | +94.9% | +105.0% |
| All | +152.9% | +58.0% | +94.9% | +105.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling