+275.4%
ORCL vs SSNC
+184.2%
+91.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +10.4% | +1.4% | +9.0% | +9.8% |
| 30D | -11.2% | -2.6% | -8.6% | -10.6% |
| 3M | -16.8% | -0.6% | -16.2% | -17.0% |
| 6M | -31.5% | +19.9% | -51.4% | -37.0% |
| YTD | -33.9% | -8.2% | -25.7% | -32.6% |
| 1Y | -43.3% | -5.5% | -37.7% | -42.9% |
| 3Y | +16.5% | +56.8% | -40.3% | -5.0% |
| 5Y | +45.4% | +7.8% | +37.6% | +35.4% |
| All | +275.4% | +184.2% | +91.3% | +162.5% |
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