+113.0%
PLTU vs SSNC
+4.9%
+108.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.8% | -3.6% |
| 7D | -17.7% | -6.7% | -11.0% | -9.1% |
| 30D | -12.5% | -0.8% | -11.7% | -10.7% |
| 3M | +39.5% | +16.1% | +23.4% | +14.6% |
| 6M | -7.0% | +7.9% | -14.9% | -14.7% |
| YTD | -38.1% | -8.7% | -29.4% | -27.5% |
| 1Y | -36.0% | -9.5% | -26.5% | -24.6% |
| All | +113.0% | +4.9% | +108.1% | +99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling