-77.5%
PLTD vs SSNC
+10.9%
-88.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.2% | +5.8% | +3.8% |
| 7D | +5.9% | +0.6% | +5.3% | +6.6% |
| 30D | -11.6% | +6.0% | -17.6% | -7.7% |
| 3M | -29.9% | +21.0% | -50.9% | -19.3% |
| 6M | -28.5% | +12.1% | -40.6% | -21.1% |
| YTD | -20.4% | -3.2% | -17.2% | -22.0% |
| 1Y | -33.3% | -4.4% | -28.9% | -35.7% |
| All | -77.5% | +10.9% | -88.5% | -72.7% |
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