+6.3%
PSA vs SSNC
-9.9%
+16.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -3.6% | -6.7% | +3.1% | -2.7% |
| 30D | -9.4% | -0.8% | -8.6% | -9.3% |
| 3M | -8.2% | +16.1% | -24.2% | -10.0% |
| 6M | -1.8% | +7.9% | -9.8% | -3.8% |
| YTD | +15.7% | -8.7% | +24.5% | +14.2% |
| 1Y | +6.3% | -9.5% | +15.8% | +9.0% |
| All | +6.3% | -9.9% | +16.2% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling