+451.9%
PWR vs SSNC
+15.9%
+436.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.4% |
| 7D | +2.7% | -3.9% | +6.5% | +4.0% |
| 30D | -5.1% | -0.2% | -4.9% | -5.3% |
| 3M | -9.4% | +15.9% | -25.3% | -15.4% |
| 6M | +10.4% | +7.5% | +3.0% | +6.2% |
| YTD | +48.6% | -8.2% | +56.9% | +53.7% |
| 1Y | +68.0% | -9.3% | +77.4% | +74.5% |
| 3Y | +204.7% | +48.5% | +156.3% | +132.4% |
| 5Y | +451.9% | +16.0% | +435.9% | +399.7% |
| All | +451.9% | +15.9% | +436.0% | +399.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling