+368.8%
ORCL vs SSNC
+162.7%
+206.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | 0.0% |
| 7D | +10.9% | -3.9% | +14.8% | +12.6% |
| 30D | +7.0% | -0.2% | +7.2% | +7.1% |
| 3M | -21.2% | +15.9% | -37.1% | -26.2% |
| 6M | +7.4% | +7.5% | -0.1% | +3.7% |
| YTD | -16.3% | -8.2% | -8.1% | -14.2% |
| 1Y | -32.3% | -9.3% | -23.0% | -30.7% |
| 3Y | +32.6% | +48.5% | -15.9% | +11.0% |
| 5Y | +93.1% | +16.0% | +77.1% | +75.8% |
| 10Y | +368.8% | +169.2% | +199.6% | +220.0% |
| All | +368.8% | +162.7% | +206.1% | +220.0% |
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