+137.7%
PAAS vs SSNC
+1,000.8%
-863.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +8.8% | -4.5% | +13.3% | +10.0% |
| 30D | -8.5% | -3.9% | -4.6% | -7.7% |
| 3M | -17.0% | -1.3% | -15.7% | -17.0% |
| 6M | -27.9% | +14.1% | -42.0% | -30.9% |
| YTD | -17.5% | -9.9% | -7.6% | -16.3% |
| 1Y | +22.8% | -6.2% | +29.0% | +23.3% |
| 3Y | +224.2% | +56.1% | +168.1% | +183.3% |
| 5Y | +73.6% | +5.4% | +68.3% | +64.9% |
| 10Y | +186.4% | +172.3% | +14.1% | +114.8% |
| All | +137.7% | +1,000.8% | -863.1% | +19.5% |
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