+1,038.8%
INTU vs SSNC
+1,021.7%
+17.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -4.1% | +1.4% | -5.5% | -4.8% |
| 30D | +12.8% | -2.6% | +15.5% | +14.5% |
| 3M | +2.1% | -0.6% | +2.7% | +2.7% |
| 6M | -11.5% | +19.9% | -31.4% | -19.1% |
| YTD | -47.9% | -8.2% | -39.7% | -45.3% |
| 1Y | -47.7% | -5.5% | -42.1% | -45.8% |
| 3Y | -34.0% | +56.8% | -90.7% | -47.2% |
| 5Y | -43.5% | +7.8% | -51.3% | -45.8% |
| 10Y | +231.1% | +183.3% | +47.7% | +114.2% |
| All | +1,038.8% | +1,021.7% | +17.1% | +342.9% |
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