+734.0%
PLD vs SSNC
+1,082.2%
-348.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.3% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | -2.4% | +6.0% | -8.5% | -4.8% |
| 3M | -3.8% | +21.0% | -24.8% | -11.6% |
| 6M | 0.0% | +12.1% | -12.1% | -5.5% |
| YTD | +9.2% | -3.2% | +12.5% | +9.1% |
| 1Y | +25.9% | -4.4% | +30.3% | +26.0% |
| 3Y | +21.3% | +51.6% | -30.3% | -0.2% |
| 5Y | +14.1% | +21.1% | -7.0% | +1.9% |
| 10Y | +237.9% | +177.7% | +60.2% | +109.2% |
| All | +734.0% | +1,082.2% | -348.2% | +144.2% |
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