-41.7%
INTU vs SSNC
+18.8%
-60.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | -1.0% |
| 7D | -7.5% | -1.8% | -5.8% | -6.1% |
| 30D | -1.9% | +1.9% | -3.9% | -3.2% |
| 3M | +4.9% | +18.4% | -13.5% | -8.8% |
| 6M | -33.2% | +7.0% | -40.2% | -36.9% |
| YTD | -51.4% | -6.9% | -44.5% | -48.4% |
| 1Y | -52.0% | -8.2% | -43.8% | -48.7% |
| 3Y | -40.7% | +50.5% | -91.2% | -60.4% |
| 5Y | -41.7% | +17.4% | -59.1% | -47.6% |
| All | -41.7% | +18.8% | -60.5% | -47.6% |
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