-8.6%
PATH vs SSNC
-4.9%
-3.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.7% |
| 7D | -2.7% | -0.2% | -2.6% | -2.6% |
| 30D | -1.4% | -1.9% | +0.6% | -1.1% |
| 3M | -16.4% | -0.2% | -16.3% | -17.0% |
| 6M | +23.3% | +19.4% | +3.9% | +3.8% |
| YTD | -19.8% | -8.1% | -11.7% | -11.8% |
| 1Y | -8.6% | -5.3% | -3.3% | -5.3% |
| All | -8.6% | -4.9% | -3.7% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling