+8,552.4%
SHOP vs SSNC
+193.8%
+8,358.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -1.2% | +2.3% | -3.5% | -3.1% |
| 30D | -14.7% | -3.1% | -11.6% | -13.0% |
| 3M | -7.2% | -2.7% | -4.5% | -5.7% |
| 6M | +54.2% | +23.7% | +30.5% | +26.4% |
| YTD | -8.6% | -8.0% | -0.6% | -3.3% |
| 1Y | +0.5% | -4.7% | +5.2% | +3.1% |
| 3Y | +135.9% | +58.0% | +78.0% | +59.2% |
| 5Y | -11.9% | +8.0% | -19.9% | -15.9% |
| 10Y | +3,608.8% | +183.8% | +3,425.0% | +1,730.1% |
| All | +8,552.4% | +193.8% | +8,358.6% | +4,679.3% |
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