+123.9%
PAAS vs SSNC
+1,013.9%
-890.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.2% | -7.0% | -6.1% |
| 7D | +4.2% | -2.5% | +6.7% | +4.8% |
| 30D | -13.8% | -2.7% | -11.1% | -13.4% |
| 3M | -22.7% | -0.8% | -21.9% | -22.8% |
| 6M | -32.1% | +15.5% | -47.6% | -35.1% |
| YTD | -22.3% | -8.8% | -13.5% | -21.4% |
| 1Y | +7.7% | -5.8% | +13.5% | +7.9% |
| 3Y | +214.0% | +55.7% | +158.3% | +174.5% |
| 5Y | +63.2% | +6.7% | +56.5% | +54.5% |
| 10Y | +185.5% | +184.0% | +1.5% | +112.2% |
| All | +123.9% | +1,013.9% | -890.1% | +12.2% |
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