-28.7%
PLTD vs SSNC
-9.3%
-19.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | -0.2% |
| 7D | -0.9% | -3.9% | +3.0% | -2.5% |
| 30D | +1.3% | -0.2% | +1.5% | +1.4% |
| 3M | -32.9% | +15.9% | -48.8% | -28.5% |
| 6M | -24.9% | +7.5% | -32.3% | -20.4% |
| YTD | -18.2% | -8.2% | -10.0% | -14.9% |
| 1Y | -28.7% | -9.3% | -19.4% | -21.0% |
| All | -28.7% | -9.3% | -19.4% | -21.0% |
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 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