-44.6%
INFY vs SSNC
+19.2%
-63.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.5% |
| 7D | -5.4% | -4.0% | -1.3% | -3.2% |
| 30D | -9.9% | +0.5% | -10.4% | -10.0% |
| 3M | -4.6% | +18.9% | -23.5% | -12.7% |
| 6M | -18.5% | +10.8% | -29.3% | -22.8% |
| YTD | -36.5% | -7.1% | -29.4% | -34.8% |
| 1Y | -32.8% | -9.6% | -23.1% | -30.1% |
| 3Y | -32.2% | +51.1% | -83.3% | -46.1% |
| All | -44.6% | +19.2% | -63.8% | -49.8% |
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