+202.7%
PAAS vs SSNC
+164.2%
+38.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.2% | +0.5% |
| 7D | +2.0% | -1.8% | +3.8% | +2.6% |
| 30D | -0.1% | +1.9% | -2.0% | -0.7% |
| 3M | +8.2% | +18.4% | -10.1% | +2.1% |
| 6M | -13.8% | +7.0% | -20.8% | -16.3% |
| YTD | -0.6% | -6.9% | +6.3% | +0.5% |
| 1Y | +44.0% | -8.2% | +52.2% | +46.0% |
| 3Y | +246.6% | +50.5% | +196.1% | +196.1% |
| 5Y | +116.1% | +17.4% | +98.7% | +95.3% |
| 10Y | +202.7% | +164.9% | +37.8% | +94.9% |
| All | +202.7% | +164.2% | +38.5% | +94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling