-11.3%
PCG vs SSNC
-8.1%
-3.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | -3.5% | -4.0% | +0.5% | -3.3% |
| 30D | -20.6% | +0.5% | -21.1% | -20.7% |
| 3M | -17.6% | +18.9% | -36.5% | -18.5% |
| 6M | -23.5% | +10.8% | -34.3% | -24.2% |
| YTD | -13.6% | -7.1% | -6.5% | -12.9% |
| 1Y | -11.3% | -9.6% | -1.7% | -7.2% |
| All | -11.3% | -8.1% | -3.2% | -7.2% |
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