-40.7%
INTU vs SSNC
+51.8%
-92.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | -1.4% |
| 7D | -7.5% | -1.8% | -5.8% | -6.3% |
| 30D | -1.9% | +1.9% | -3.9% | -3.0% |
| 3M | +4.9% | +18.4% | -13.5% | -6.9% |
| 6M | -33.2% | +7.0% | -40.2% | -36.5% |
| YTD | -51.4% | -6.9% | -44.5% | -49.5% |
| 1Y | -52.0% | -8.2% | -43.8% | -49.7% |
| 3Y | -40.7% | +50.5% | -91.2% | -54.2% |
| All | -40.7% | +51.8% | -92.5% | -54.2% |
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