+877.3%
PODD vs SSNC
+1,082.2%
-204.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.5% |
| 7D | +1.6% | +0.6% | +1.0% | +1.3% |
| 30D | +10.7% | +6.0% | +4.6% | +7.5% |
| 3M | +0.7% | +21.0% | -20.2% | -8.3% |
| 6M | -39.3% | +12.1% | -51.4% | -42.7% |
| YTD | -48.1% | -3.2% | -44.9% | -47.7% |
| 1Y | -57.4% | -4.4% | -53.1% | -56.9% |
| 3Y | -23.3% | +51.6% | -74.9% | -39.0% |
| 5Y | -51.3% | +21.1% | -72.3% | -56.9% |
| 10Y | +242.0% | +177.7% | +64.3% | +95.1% |
| All | +877.3% | +1,082.2% | -204.9% | +183.7% |
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