+251.6%
ORCL vs SSNC
+177.4%
+74.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +3.1% |
| 7D | +0.5% | -4.5% | +5.0% | +2.3% |
| 30D | -15.3% | -3.9% | -11.4% | -14.3% |
| 3M | -18.2% | -1.3% | -16.9% | -18.2% |
| 6M | -38.4% | +14.1% | -52.6% | -42.3% |
| YTD | -37.7% | -9.9% | -27.8% | -36.1% |
| 1Y | -49.3% | -6.2% | -43.1% | -48.8% |
| 3Y | +10.6% | +56.1% | -45.4% | -9.6% |
| 5Y | +35.5% | +5.4% | +30.1% | +27.2% |
| 10Y | +251.6% | +172.3% | +79.3% | +149.5% |
| All | +251.6% | +177.4% | +74.1% | +149.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling