+99.2%
PSA vs SSNC
+169.0%
-69.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -3.6% | -6.7% | +3.1% | -1.8% |
| 30D | -9.4% | -0.8% | -8.6% | -9.2% |
| 3M | -8.2% | +16.1% | -24.2% | -12.1% |
| 6M | -1.8% | +7.9% | -9.8% | -4.3% |
| YTD | +15.7% | -8.7% | +24.5% | +17.7% |
| 1Y | +6.3% | -9.5% | +15.8% | +8.2% |
| 3Y | +21.6% | +47.7% | -26.1% | +7.3% |
| 5Y | +13.5% | +17.6% | -4.2% | +4.7% |
| All | +99.2% | +169.0% | -69.7% | +59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling