-43.2%
INTU vs SSNC
+7.5%
-50.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.3% |
| 7D | +0.1% | +2.3% | -2.2% | -1.8% |
| 30D | +10.1% | -3.1% | +13.2% | +12.9% |
| 3M | -4.2% | -2.7% | -1.4% | -1.8% |
| 6M | -7.2% | +23.7% | -30.9% | -22.3% |
| YTD | -47.7% | -8.0% | -39.7% | -43.9% |
| 1Y | -46.7% | -4.7% | -42.0% | -44.5% |
| 3Y | -34.1% | +58.0% | -92.1% | -58.2% |
| All | -43.2% | +7.5% | -50.7% | -45.1% |
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 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