+16.8%
SNPS vs SSNC
-4.9%
+21.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -8.0% | -1.9% | -6.1% | -8.5% |
| 3M | +12.5% | -0.2% | +12.6% | +11.2% |
| 6M | -10.5% | +19.4% | -29.9% | -17.0% |
| YTD | -1.6% | -8.1% | +6.5% | +5.4% |
| 1Y | +16.8% | -5.3% | +22.1% | +24.1% |
| All | +16.8% | -4.9% | +21.7% | +24.1% |
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