+10.9%
SBUX vs SSNC
+58.0%
-47.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +1.6% | +2.3% | -0.7% | +0.7% |
| 30D | +14.8% | -3.1% | +17.9% | +15.9% |
| 3M | -0.8% | -2.7% | +1.9% | -0.1% |
| 6M | +2.2% | +23.7% | -21.4% | -7.0% |
| YTD | +29.5% | -8.0% | +37.5% | +34.0% |
| 1Y | +27.0% | -4.7% | +31.7% | +28.9% |
| 3Y | +10.9% | +58.0% | -47.1% | -13.5% |
| All | +10.9% | +58.0% | -47.1% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling