-21.9%
PINS vs SSNC
+33.2%
-55.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -6.2% | -4.5% | -1.7% | -2.8% |
| 30D | -10.9% | -3.9% | -7.1% | -8.4% |
| 3M | -19.5% | -1.3% | -18.2% | -18.8% |
| 6M | -10.4% | +14.1% | -24.5% | -19.5% |
| YTD | -26.4% | -9.9% | -16.5% | -21.5% |
| 1Y | -29.6% | -6.2% | -23.4% | -27.3% |
| 3Y | -39.0% | +56.1% | -95.1% | -58.2% |
| 5Y | -59.1% | +5.4% | -64.5% | -62.1% |
| All | -21.9% | +33.2% | -55.1% | -45.7% |
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 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