+485.1%
PFGC vs SSNC
+161.6%
+323.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +3.4% | +2.3% | +1.1% | +1.9% |
| 30D | +16.9% | -3.1% | +20.0% | +18.9% |
| 3M | +6.4% | -2.7% | +9.1% | +7.7% |
| 6M | +16.0% | +23.7% | -7.7% | -1.4% |
| YTD | +23.6% | -8.0% | +31.7% | +26.3% |
| 1Y | +16.6% | -4.7% | +21.3% | +15.9% |
| 3Y | +82.3% | +58.0% | +24.3% | +22.5% |
| 5Y | +138.7% | +8.0% | +130.7% | +109.8% |
| 10Y | +352.8% | +183.8% | +169.0% | +148.3% |
| All | +485.1% | +161.6% | +323.5% | +223.4% |
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