+116.3%
PLTU vs SSNC
+6.7%
+109.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | -0.8% |
| 7D | -8.1% | -4.0% | -4.1% | -2.6% |
| 30D | -7.0% | +0.5% | -7.6% | -6.9% |
| 3M | +40.0% | +18.9% | +21.1% | +11.1% |
| 6M | -6.0% | +10.8% | -16.8% | -17.0% |
| YTD | -37.1% | -7.1% | -29.9% | -28.1% |
| 1Y | -33.1% | -9.6% | -23.5% | -19.7% |
| All | +116.3% | +6.7% | +109.6% | +97.5% |
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 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