+199.3%
PAAS vs SSNC
+58.0%
+141.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -8.9% | +2.3% | -11.2% | -9.3% |
| 30D | -11.4% | -3.1% | -8.3% | -11.0% |
| 3M | -20.4% | -2.7% | -17.7% | -20.2% |
| 6M | -40.7% | +23.7% | -64.4% | -44.3% |
| YTD | -26.9% | -8.0% | -18.9% | -24.4% |
| 1Y | -3.1% | -4.7% | +1.6% | -1.2% |
| 3Y | +199.3% | +58.0% | +141.3% | +97.9% |
| All | +199.3% | +58.0% | +141.3% | +97.9% |
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 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