-21.3%
PODD vs SSNC
+47.5%
-68.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.4% |
| 7D | -6.9% | -3.9% | -3.0% | -5.0% |
| 30D | -3.5% | -0.2% | -3.3% | -3.3% |
| 3M | -13.6% | +15.9% | -29.5% | -19.2% |
| 6M | -42.6% | +7.5% | -50.1% | -44.6% |
| YTD | -51.5% | -8.2% | -43.3% | -49.9% |
| 1Y | -60.9% | -9.3% | -51.6% | -59.4% |
| All | -21.3% | +47.5% | -68.8% | -43.6% |
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