-43.3%
ORCL vs SSNC
-5.7%
-37.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +10.4% | +1.4% | +9.0% | +10.1% |
| 30D | -11.2% | -2.6% | -8.6% | -11.1% |
| 3M | -16.8% | -0.6% | -16.2% | -17.2% |
| 6M | -31.5% | +19.9% | -51.4% | -35.2% |
| YTD | -33.9% | -8.2% | -25.7% | -36.4% |
| 1Y | -43.3% | -5.5% | -37.7% | -44.8% |
| All | -43.3% | -5.7% | -37.5% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling