+465.5%
ORCL vs SSNC
+998.3%
-532.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | -11.2% | -3.3% | -7.8% | -10.1% |
| 30D | -18.8% | -1.3% | -17.6% | -18.7% |
| 3M | -18.8% | -2.3% | -16.5% | -18.5% |
| 6M | -39.7% | +12.6% | -52.4% | -43.1% |
| YTD | -39.6% | -10.1% | -29.5% | -38.1% |
| 1Y | -51.7% | -6.6% | -45.2% | -51.3% |
| 3Y | +10.2% | +54.0% | -43.7% | -8.4% |
| 5Y | +30.8% | +7.0% | +23.9% | +23.1% |
| 10Y | +252.1% | +176.7% | +75.4% | +125.6% |
| All | +465.5% | +998.3% | -532.8% | +100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling