+316.7%
PTC vs SSNC
+174.0%
+142.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | -0.4% |
| 7D | +1.3% | -2.5% | +3.8% | +2.9% |
| 30D | +1.1% | -2.7% | +3.8% | +2.3% |
| 3M | +30.1% | -0.8% | +31.0% | +30.4% |
| 6M | +34.0% | +15.5% | +18.5% | +22.0% |
| YTD | +12.8% | -8.8% | +21.6% | +18.2% |
| 1Y | +10.7% | -5.8% | +16.5% | +13.6% |
| 3Y | +29.6% | +55.7% | -26.0% | -4.1% |
| 5Y | +63.5% | +6.7% | +56.9% | +50.8% |
| 10Y | +316.7% | +184.0% | +132.7% | +137.6% |
| All | +316.7% | +174.0% | +142.7% | +137.6% |
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 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