-31.1%
ORCL vs SSNC
-8.1%
-22.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.8% | +6.2% | +3.1% |
| 7D | +15.0% | -1.8% | +16.8% | +15.3% |
| 30D | +10.5% | +1.9% | +8.6% | +10.2% |
| 3M | -23.0% | +18.4% | -41.4% | -24.9% |
| 6M | +7.0% | +7.0% | 0.0% | +4.7% |
| YTD | -15.8% | -6.9% | -8.9% | -20.9% |
| 1Y | -31.1% | -8.2% | -22.9% | -35.9% |
| All | -31.1% | -8.1% | -22.9% | -35.9% |
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