+641.9%
STX vs SSNC
+55.8%
+586.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.2% | +9.6% | +9.8% |
| 7D | -14.8% | -4.5% | -10.3% | -14.7% |
| 30D | -35.4% | -3.9% | -31.5% | -35.3% |
| 3M | -37.7% | -1.3% | -36.3% | -37.8% |
| 6M | -35.2% | +14.1% | -49.4% | -36.3% |
| YTD | +84.4% | -9.9% | +94.3% | +97.7% |
| 1Y | +82.3% | -6.2% | +88.5% | +91.4% |
| All | +641.9% | +55.8% | +586.1% | +511.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling