+135.5%
PLTU vs SSNC
+11.2%
+124.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.2% | -7.9% | -7.4% |
| 7D | -13.6% | +0.6% | -14.2% | -14.0% |
| 30D | +16.7% | +6.0% | +10.6% | +8.2% |
| 3M | +29.6% | +21.0% | +8.6% | +0.1% |
| 6M | -0.1% | +12.1% | -12.2% | -13.0% |
| YTD | -31.5% | -3.2% | -28.3% | -26.2% |
| 1Y | -19.7% | -4.4% | -15.4% | -12.4% |
| All | +135.5% | +11.2% | +124.3% | +102.9% |
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