-34.6%
SNPS vs SSNC
-3.0%
-31.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -4.9% |
| 7D | -11.0% | +0.6% | -11.7% | -11.2% |
| 30D | -1.7% | +6.0% | -7.8% | -4.0% |
| 3M | -20.4% | +21.0% | -41.3% | -26.4% |
| 6M | -8.6% | +12.1% | -20.7% | -11.1% |
| YTD | -16.2% | -3.2% | -12.9% | -8.7% |
| 1Y | -34.6% | -4.4% | -30.2% | -12.8% |
| All | -34.6% | -3.0% | -31.6% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling