-17.5%
PINS vs SSNC
+37.6%
-55.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.6% | +1.6% |
| 7D | -5.2% | -1.8% | -3.4% | -4.1% |
| 30D | -14.9% | +1.9% | -16.9% | -16.2% |
| 3M | -8.4% | +18.4% | -26.8% | -19.9% |
| 6M | +0.6% | +7.0% | -6.3% | -5.1% |
| YTD | -22.2% | -6.9% | -15.3% | -19.0% |
| 1Y | -46.9% | -8.2% | -38.8% | -44.5% |
| 3Y | -26.9% | +50.5% | -77.4% | -48.3% |
| 5Y | -63.0% | +17.4% | -80.4% | -68.3% |
| All | -17.5% | +37.6% | -55.1% | -44.0% |
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