-76.8%
PATH vs SSNC
+7.3%
-84.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -2.0% |
| 7D | -5.6% | -2.8% | -2.7% | -2.7% |
| 30D | -0.7% | +0.4% | -1.1% | -2.3% |
| 3M | -5.9% | -0.7% | -5.1% | -5.7% |
| 6M | +21.6% | +13.9% | +7.7% | +4.3% |
| YTD | -20.6% | -9.4% | -11.2% | -12.3% |
| 1Y | -10.6% | -7.4% | -3.2% | -3.5% |
| 3Y | -24.9% | +55.7% | -80.5% | -59.7% |
| 5Y | -76.8% | +7.8% | -84.6% | -80.4% |
| All | -76.8% | +7.3% | -84.1% | -80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling