+179.9%
INTC vs SSNC
+47.5%
+132.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.9% |
| 7D | +18.0% | -3.9% | +21.9% | +18.5% |
| 30D | +8.9% | -0.2% | +9.1% | +8.7% |
| 3M | -1.6% | +15.9% | -17.5% | -4.8% |
| 6M | +133.1% | +7.5% | +125.6% | +132.2% |
| YTD | +187.9% | -8.2% | +196.1% | +211.6% |
| 1Y | +334.7% | -9.3% | +344.0% | +372.5% |
| All | +179.9% | +47.5% | +132.4% | +129.9% |
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 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