+3.6%
SNOW vs SSNC
+15.9%
-12.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | +0.1% |
| 7D | +8.4% | -3.9% | +12.3% | +12.8% |
| 30D | -1.0% | -0.2% | -0.8% | -0.7% |
| 3M | +38.3% | +15.9% | +22.4% | +18.2% |
| 6M | +81.3% | +7.5% | +73.8% | +68.3% |
| YTD | +51.1% | -8.2% | +59.3% | +63.6% |
| 1Y | +47.0% | -9.3% | +56.3% | +59.5% |
| 3Y | +99.7% | +48.5% | +51.3% | +23.6% |
| 5Y | +3.6% | +16.0% | -12.4% | -6.4% |
| All | +3.6% | +15.9% | -12.3% | -6.4% |
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