-53.3%
PAYC vs SSNC
+14.9%
-68.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | -10.2% | -6.7% | -3.4% | -4.3% |
| 30D | +2.0% | -0.8% | +2.8% | +2.9% |
| 3M | +58.3% | +16.1% | +42.2% | +39.1% |
| 6M | +64.5% | +7.9% | +56.5% | +53.8% |
| YTD | +36.5% | -8.7% | +45.2% | +47.7% |
| 1Y | -1.3% | -9.5% | +8.2% | +7.4% |
| 3Y | -22.1% | +47.7% | -69.8% | -48.0% |
| 5Y | -53.3% | +17.6% | -71.0% | -58.5% |
| All | -53.3% | +14.9% | -68.2% | -58.5% |
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 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