+3,301.5%
PWR vs SSNC
+1,037.0%
+2,264.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.2% | +4.0% |
| 7D | +4.5% | -1.8% | +6.3% | +5.2% |
| 30D | -4.9% | +1.9% | -6.8% | -5.9% |
| 3M | -7.9% | +18.4% | -26.3% | -15.8% |
| 6M | +18.3% | +7.0% | +11.4% | +12.3% |
| YTD | +51.5% | -6.9% | +58.4% | +52.0% |
| 1Y | +70.3% | -8.2% | +78.5% | +71.5% |
| 3Y | +210.6% | +50.5% | +160.1% | +146.4% |
| 5Y | +456.7% | +17.4% | +439.3% | +389.6% |
| 10Y | +2,396.1% | +164.9% | +2,231.1% | +1,374.0% |
| All | +3,301.5% | +1,037.0% | +2,264.5% | +851.3% |
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