+1,047.1%
INTU vs SSNC
+1,022.7%
+24.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.2% |
| 7D | -3.9% | -0.2% | -3.8% | -3.8% |
| 30D | +12.0% | -1.9% | +13.9% | +13.2% |
| 3M | +2.3% | -0.2% | +2.5% | +2.7% |
| 6M | -12.1% | +19.4% | -31.5% | -19.5% |
| YTD | -47.5% | -8.1% | -39.4% | -44.9% |
| 1Y | -46.9% | -5.3% | -41.6% | -45.1% |
| 3Y | -33.5% | +56.9% | -90.4% | -46.9% |
| 5Y | -41.2% | +8.0% | -49.3% | -43.6% |
| 10Y | +233.5% | +183.6% | +49.9% | +115.6% |
| All | +1,047.1% | +1,022.7% | +24.4% | +345.9% |
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