+188.1%
PAAS vs SSNC
+1,082.2%
-894.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.1% |
| 7D | -2.9% | +0.6% | -3.5% | -3.0% |
| 30D | +6.8% | +6.0% | +0.8% | +5.2% |
| 3M | -2.9% | +21.0% | -23.9% | -7.9% |
| 6M | -16.4% | +12.1% | -28.5% | -19.4% |
| YTD | 0.0% | -3.2% | +3.3% | -0.1% |
| 1Y | +54.3% | -4.4% | +58.7% | +54.4% |
| 3Y | +230.7% | +51.6% | +179.1% | +192.0% |
| 5Y | +111.6% | +21.1% | +90.5% | +94.7% |
| 10Y | +211.7% | +177.7% | +34.0% | +132.7% |
| All | +188.1% | +1,082.2% | -894.1% | +42.7% |
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