+349.2%
PAYC vs SSNC
+173.6%
+175.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -0.1% |
| 7D | -5.5% | -4.0% | -1.5% | -2.1% |
| 30D | +3.8% | +0.5% | +3.3% | +3.5% |
| 3M | +65.8% | +18.9% | +46.9% | +44.0% |
| 6M | +68.7% | +10.8% | +57.9% | +55.0% |
| YTD | +38.3% | -7.1% | +45.5% | +46.8% |
| 1Y | -2.4% | -9.6% | +7.2% | +5.6% |
| 3Y | -21.5% | +51.1% | -72.6% | -45.1% |
| 5Y | -52.7% | +19.7% | -72.4% | -59.6% |
| All | +349.2% | +173.6% | +175.7% | +117.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling