+13.8%
ORCL vs SSNC
+58.0%
-44.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | +8.0% | +2.3% | +5.7% | +7.1% |
| 30D | -4.0% | -3.1% | -0.9% | -3.3% |
| 3M | -19.5% | -2.7% | -16.7% | -19.1% |
| 6M | -33.5% | +23.7% | -57.1% | -39.8% |
| YTD | -34.8% | -8.0% | -26.8% | -33.1% |
| 1Y | -41.6% | -4.7% | -36.9% | -41.2% |
| 3Y | +13.8% | +58.0% | -44.2% | -4.1% |
| All | +13.8% | +58.0% | -44.2% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling