+39.4%
GOOGL vs SSNC
-9.9%
+49.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -2.8% | -6.7% | +3.9% | -1.6% |
| 30D | -3.2% | -0.8% | -2.4% | -3.0% |
| 3M | -6.6% | +16.1% | -22.7% | -8.5% |
| 6M | +8.5% | +7.9% | +0.5% | +7.3% |
| YTD | +6.5% | -8.7% | +15.2% | +7.7% |
| 1Y | +39.4% | -9.5% | +48.9% | +38.9% |
| All | +39.4% | -9.9% | +49.3% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling