+986.6%
PTC vs SSNC
+1,022.7%
-36.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.7% |
| 7D | +0.5% | -0.2% | +0.7% | +0.6% |
| 30D | +0.9% | -1.9% | +2.8% | +1.5% |
| 3M | +30.4% | -0.2% | +30.5% | +30.2% |
| 6M | +34.4% | +19.4% | +15.0% | +21.2% |
| YTD | +12.6% | -8.1% | +20.7% | +17.1% |
| 1Y | +10.2% | -5.3% | +15.5% | +12.6% |
| 3Y | +29.4% | +56.9% | -27.5% | -1.6% |
| 5Y | +63.7% | +8.0% | +55.7% | +51.5% |
| 10Y | +316.9% | +183.6% | +133.3% | +127.2% |
| All | +986.6% | +1,022.7% | -36.1% | +148.3% |
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