+1,450.8%
PAYC vs SSNC
+421.5%
+1,029.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -2.8% |
| 7D | -2.9% | +0.6% | -3.5% | -3.4% |
| 30D | +32.8% | +6.0% | +26.7% | +27.1% |
| 3M | +69.3% | +21.0% | +48.3% | +46.5% |
| 6M | +74.0% | +12.1% | +61.9% | +59.4% |
| YTD | +46.4% | -3.2% | +49.6% | +49.8% |
| 1Y | +4.2% | -4.4% | +8.5% | +7.4% |
| 3Y | -19.7% | +51.6% | -71.4% | -42.1% |
| 5Y | -52.0% | +21.1% | -73.1% | -58.8% |
| 10Y | +356.9% | +177.7% | +179.2% | +134.5% |
| All | +1,450.8% | +421.5% | +1,029.3% | +616.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling