+91.4%
ORCL vs SSNC
+21.4%
+70.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.1% |
| 3M | -32.6% | +21.0% | -53.6% | -38.7% |
| 6M | +4.9% | +12.1% | -7.2% | -0.9% |
| YTD | -17.8% | -3.2% | -14.5% | -17.0% |
| 1Y | -28.0% | -4.4% | -23.6% | -27.3% |
| 3Y | +36.0% | +51.6% | -15.6% | +7.7% |
| All | +91.4% | +21.4% | +70.0% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling