+1,008.6%
INTU vs SSNC
+1,082.2%
-73.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.8% |
| 7D | -7.1% | +0.6% | -7.7% | -7.4% |
| 30D | +1.5% | +6.0% | -4.6% | -1.5% |
| 3M | +10.7% | +21.0% | -10.3% | +0.3% |
| 6M | -23.8% | +12.1% | -35.9% | -28.1% |
| YTD | -49.3% | -3.2% | -46.1% | -48.3% |
| 1Y | -49.7% | -4.4% | -45.3% | -48.4% |
| 3Y | -38.0% | +51.6% | -89.6% | -49.8% |
| 5Y | -38.7% | +21.1% | -59.8% | -44.4% |
| 10Y | +221.3% | +177.7% | +43.7% | +106.8% |
| All | +1,008.6% | +1,082.2% | -73.6% | +318.9% |
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