+102.3%
INTC vs SSNC
+14.9%
+87.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.0% | -5.4% |
| 7D | +9.4% | -6.7% | +16.2% | +12.3% |
| 30D | +2.7% | -0.8% | +3.5% | +2.6% |
| 3M | -6.3% | +16.1% | -22.3% | -13.9% |
| 6M | +114.5% | +7.9% | +106.5% | +103.0% |
| YTD | +171.9% | -8.7% | +180.6% | +183.3% |
| 1Y | +305.0% | -9.5% | +314.5% | +321.5% |
| 3Y | +168.3% | +47.7% | +120.7% | +99.1% |
| 5Y | +102.3% | +17.6% | +84.7% | +67.8% |
| All | +102.3% | +14.9% | +87.4% | +67.8% |
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