+126.0%
INFY vs SSNC
+1,034.4%
-908.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.8% |
| 7D | -5.4% | -4.0% | -1.3% | -3.8% |
| 30D | -9.9% | +0.5% | -10.4% | -10.0% |
| 3M | -4.6% | +18.9% | -23.5% | -10.8% |
| 6M | -18.5% | +10.8% | -29.3% | -21.6% |
| YTD | -36.5% | -7.1% | -29.4% | -34.7% |
| 1Y | -32.8% | -9.6% | -23.1% | -30.2% |
| 3Y | -32.2% | +51.1% | -83.3% | -42.7% |
| 5Y | -44.7% | +19.7% | -64.3% | -49.5% |
| 10Y | +82.3% | +172.3% | -90.0% | +19.1% |
| All | +126.0% | +1,034.4% | -908.4% | -18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling