+366.2%
STX vs SSNC
-9.3%
+375.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -2.9% |
| 7D | +9.6% | -3.9% | +13.5% | +7.1% |
| 30D | +10.6% | -0.2% | +10.8% | +10.8% |
| 3M | +4.8% | +15.9% | -11.1% | +17.5% |
| 6M | +137.3% | +7.5% | +129.8% | +163.1% |
| YTD | +222.5% | -8.2% | +230.7% | +235.8% |
| 1Y | +366.2% | -9.3% | +375.6% | +423.4% |
| All | +366.2% | -9.3% | +375.5% | +423.4% |
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 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