+1,735.1%
PLTR vs SSNC
+49.1%
+1,686.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -3.5% |
| 7D | -6.4% | +0.6% | -7.1% | -6.8% |
| 30D | +10.0% | +6.0% | +4.0% | +4.6% |
| 3M | +23.0% | +21.0% | +2.1% | +3.2% |
| 6M | +13.8% | +12.1% | +1.7% | +2.1% |
| YTD | -1.9% | -3.2% | +1.3% | -0.6% |
| 1Y | +11.6% | -4.4% | +16.0% | +13.6% |
| 3Y | +1,048.4% | +51.6% | +996.8% | +631.6% |
| 5Y | +554.4% | +21.1% | +533.3% | +416.9% |
| All | +1,735.1% | +49.1% | +1,686.0% | +1,339.9% |
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