+50.9%
PNC vs SSNC
+19.2%
+31.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.4% |
| 7D | -0.6% | -4.0% | +3.5% | +1.7% |
| 30D | -4.4% | +0.5% | -4.9% | -4.8% |
| 3M | +5.2% | +18.9% | -13.7% | -5.7% |
| 6M | +20.6% | +10.8% | +9.8% | +12.3% |
| YTD | +19.8% | -7.1% | +26.9% | +23.6% |
| 1Y | +24.4% | -9.6% | +34.0% | +30.6% |
| 3Y | +131.2% | +51.1% | +80.2% | +69.9% |
| All | +50.9% | +19.2% | +31.7% | +23.0% |
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