-13.1%
PCOR vs SSNC
+13.4%
-26.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | +22.2% | -4.5% | +26.7% | +27.0% |
| 30D | +36.0% | -3.9% | +39.9% | +39.7% |
| 3M | +34.0% | -1.3% | +35.3% | +34.6% |
| 6M | +43.5% | +14.1% | +29.4% | +25.7% |
| YTD | +5.1% | -9.9% | +15.0% | +14.7% |
| 1Y | -3.9% | -6.2% | +2.3% | +1.0% |
| 3Y | +52.9% | +56.1% | -3.2% | +1.2% |
| 5Y | -18.7% | +5.4% | -24.0% | -25.1% |
| All | -13.1% | +13.4% | -26.5% | -23.5% |
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 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