-39.2%
PINS vs SSNC
+58.0%
-97.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.0% | +2.3% | -1.3% | -0.5% |
| 30D | -12.0% | -3.1% | -8.9% | -10.3% |
| 3M | -17.9% | -2.7% | -15.1% | -16.5% |
| 6M | -1.0% | +23.7% | -24.7% | -13.9% |
| YTD | -26.0% | -8.0% | -18.0% | -22.3% |
| 1Y | -28.5% | -4.7% | -23.8% | -26.8% |
| 3Y | -39.2% | +58.0% | -97.2% | -47.6% |
| All | -39.2% | +58.0% | -97.2% | -47.6% |
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