+1,660.3%
PLTR vs SSNC
+43.0%
+1,617.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.7% |
| 7D | -4.1% | -4.0% | 0.0% | -0.6% |
| 30D | -2.2% | +0.5% | -2.8% | -2.5% |
| 3M | +27.6% | +18.9% | +8.7% | +8.7% |
| 6M | +10.3% | +10.8% | -0.5% | -0.2% |
| YTD | -5.9% | -7.1% | +1.2% | -1.1% |
| 1Y | +1.7% | -9.6% | +11.4% | +9.1% |
| 3Y | +959.1% | +51.1% | +908.0% | +574.9% |
| 5Y | +536.3% | +19.7% | +516.7% | +415.4% |
| All | +1,660.3% | +43.0% | +1,617.3% | +1,331.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling