+318.3%
INTC vs SSNC
-8.1%
+326.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +3.6% |
| 7D | +7.5% | -4.0% | +11.5% | +5.0% |
| 30D | +2.0% | +0.5% | +1.4% | +2.4% |
| 3M | -12.0% | +18.9% | -30.9% | +0.2% |
| 6M | +114.5% | +10.8% | +103.7% | +142.2% |
| YTD | +179.0% | -7.1% | +186.1% | +201.7% |
| 1Y | +318.3% | -9.6% | +327.9% | +362.1% |
| All | +318.3% | -8.1% | +326.4% | +362.1% |
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