-6.1%
PATH vs SSNC
+52.6%
-58.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.5% | -15.5% |
| 7D | -16.3% | +0.6% | -16.9% | -16.7% |
| 30D | +9.9% | +6.0% | +3.9% | +4.3% |
| 3M | +30.2% | +21.0% | +9.2% | +8.9% |
| 6M | +37.2% | +12.1% | +25.1% | +23.7% |
| YTD | -7.3% | -3.2% | -4.1% | -4.4% |
| 1Y | +40.0% | -4.4% | +44.4% | +45.9% |
| All | -6.1% | +52.6% | -58.7% | -52.5% |
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 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