-16.5%
PLTD vs SSNC
-3.9%
-12.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +1.7% |
| 7D | +14.4% | -1.1% | +15.6% | +13.9% |
| 30D | +8.6% | +0.6% | +8.0% | +9.8% |
| 3M | -9.2% | -1.5% | -7.7% | -9.0% |
| 6M | -29.5% | +15.8% | -45.3% | -23.2% |
| YTD | -20.2% | -8.0% | -12.2% | -17.9% |
| 1Y | -16.5% | -5.8% | -10.7% | -11.4% |
| All | -16.5% | -3.9% | -12.6% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling