+565.8%
PLTR vs SSNC
+18.8%
+547.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | +1.3% |
| 7D | -5.3% | -1.8% | -3.6% | -3.7% |
| 30D | -1.0% | +1.9% | -2.9% | -2.6% |
| 3M | +24.8% | +18.4% | +6.4% | +5.4% |
| 6M | +8.4% | +7.0% | +1.4% | +0.8% |
| YTD | -4.2% | -6.9% | +2.7% | +1.0% |
| 1Y | +9.1% | -8.2% | +17.3% | +15.7% |
| 3Y | +1,025.6% | +50.5% | +975.1% | +569.1% |
| 5Y | +565.8% | +17.4% | +548.4% | +455.5% |
| All | +565.8% | +18.8% | +547.0% | +455.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling