+558.5%
INTC vs SSNC
+1,082.2%
-523.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.9% |
| 7D | +7.1% | +0.6% | +6.4% | +6.8% |
| 30D | -5.2% | +6.0% | -11.2% | -7.4% |
| 3M | -14.3% | +21.0% | -35.3% | -21.9% |
| 6M | +110.2% | +12.1% | +98.1% | +96.2% |
| YTD | +159.6% | -3.2% | +162.9% | +156.3% |
| 1Y | +289.3% | -4.4% | +293.6% | +284.5% |
| 3Y | +166.1% | +51.6% | +114.4% | +117.3% |
| 5Y | +94.4% | +21.1% | +73.3% | +72.6% |
| 10Y | +227.7% | +177.7% | +50.0% | +114.7% |
| All | +558.5% | +1,082.2% | -523.7% | +172.7% |
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