-14.6%
PCOR vs SSNC
+52.6%
-67.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.2% |
| 7D | -9.0% | +0.6% | -9.6% | -9.5% |
| 30D | +4.2% | +6.0% | -1.9% | -1.1% |
| 3M | +14.4% | +21.0% | -6.6% | -4.1% |
| 6M | +0.2% | +12.1% | -11.9% | -9.9% |
| YTD | -20.3% | -3.2% | -17.0% | -18.0% |
| 1Y | -16.1% | -4.4% | -11.8% | -13.2% |
| All | -14.6% | +52.6% | -67.2% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling