+49.9%
MSTR vs SSNC
+6.8%
+43.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.6% |
| 7D | -1.2% | -3.3% | +2.1% | +2.5% |
| 30D | -15.9% | -1.3% | -14.7% | -15.8% |
| 3M | +33.1% | -2.3% | +35.4% | +35.6% |
| 6M | -31.0% | +12.6% | -43.6% | -42.5% |
| YTD | -15.1% | -10.1% | -5.0% | -7.0% |
| 1Y | -45.6% | -6.6% | -39.1% | -43.9% |
| 3Y | +180.5% | +54.0% | +126.5% | +34.3% |
| All | +49.9% | +6.8% | +43.1% | +41.5% |
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