-22.7%
PAYC vs SSNC
+47.5%
-70.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.3% | -0.5% |
| 7D | -8.7% | -3.9% | -4.9% | -5.5% |
| 30D | +1.2% | -0.2% | +1.3% | +1.5% |
| 3M | +58.6% | +15.9% | +42.7% | +41.0% |
| 6M | +56.6% | +7.5% | +49.2% | +47.9% |
| YTD | +36.2% | -8.2% | +44.5% | +45.7% |
| 1Y | -2.2% | -9.3% | +7.1% | +5.7% |
| All | -22.7% | +47.5% | -70.3% | -57.4% |
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 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