+31.5%
ORCL vs SSNC
+56.7%
-25.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.2% | +3.6% |
| 7D | +5.3% | +0.6% | +4.6% | +5.0% |
| 30D | +10.0% | +6.0% | +3.9% | +7.4% |
| 3M | -32.6% | +21.0% | -53.6% | -37.9% |
| 6M | +4.9% | +12.1% | -7.2% | 0.0% |
| YTD | -17.8% | -3.2% | -14.5% | -16.7% |
| 1Y | -28.0% | -4.4% | -23.6% | -26.7% |
| All | +31.5% | +56.7% | -25.2% | +15.0% |
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 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