-1.1%
PCOR vs SSNC
-5.7%
+4.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +2.2% | +1.4% | +0.8% | +0.9% |
| 30D | +37.4% | -2.6% | +40.1% | +38.7% |
| 3M | +33.2% | -0.6% | +33.8% | +32.0% |
| 6M | +60.6% | +19.9% | +40.7% | +31.4% |
| YTD | +6.2% | -8.2% | +14.4% | +14.4% |
| 1Y | -1.1% | -5.5% | +4.5% | +4.1% |
| All | -1.1% | -5.7% | +4.7% | +4.1% |
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 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