+48.8%
PAYC vs SSNC
-3.9%
+52.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +3.3% |
| 7D | +2.0% | -1.1% | +3.2% | +3.0% |
| 30D | +18.8% | +0.6% | +18.1% | +16.9% |
| 3M | +53.2% | -1.5% | +54.7% | +54.0% |
| 6M | +103.7% | +15.8% | +87.9% | +79.3% |
| YTD | +69.5% | -8.0% | +77.4% | +76.7% |
| 1Y | +48.8% | -5.8% | +54.6% | +50.2% |
| All | +48.8% | -3.9% | +52.8% | +50.2% |
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 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