+198.3%
PTC vs SSNC
+162.7%
+35.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.4% |
| 7D | -13.6% | -3.9% | -9.7% | -11.4% |
| 30D | -14.7% | -0.2% | -14.5% | -14.4% |
| 3M | -5.9% | +15.9% | -21.8% | -13.9% |
| 6M | -21.1% | +7.5% | -28.6% | -24.6% |
| YTD | -26.0% | -8.2% | -17.8% | -22.5% |
| 1Y | -36.8% | -9.3% | -27.5% | -33.5% |
| 3Y | -10.3% | +48.5% | -58.7% | -31.1% |
| 5Y | +1.2% | +16.0% | -14.8% | -10.9% |
| 10Y | +198.3% | +169.2% | +29.1% | +75.9% |
| All | +198.3% | +162.7% | +35.6% | +75.9% |
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