-27.1%
PINS vs SSNC
+56.7%
-83.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.4% |
| 7D | -12.0% | +0.6% | -12.7% | -12.4% |
| 30D | -12.7% | +6.0% | -18.7% | -15.9% |
| 3M | -5.5% | +21.0% | -26.5% | -16.6% |
| 6M | +5.3% | +12.1% | -6.8% | -2.3% |
| YTD | -21.2% | -3.2% | -18.0% | -19.8% |
| 1Y | -45.0% | -4.4% | -40.7% | -43.7% |
| All | -27.1% | +56.7% | -83.8% | -44.5% |
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