+8,901.9%
STX vs SSNC
+1,082.2%
+7,819.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.8% |
| 7D | +2.4% | +0.6% | +1.7% | +2.0% |
| 30D | +1.4% | +6.0% | -4.7% | -1.4% |
| 3M | -8.2% | +21.0% | -29.2% | -17.7% |
| 6M | +127.0% | +12.1% | +114.9% | +109.6% |
| YTD | +209.1% | -3.2% | +212.4% | +203.6% |
| 1Y | +365.4% | -4.4% | +369.8% | +356.8% |
| 3Y | +1,135.4% | +51.6% | +1,083.8% | +863.9% |
| 5Y | +991.5% | +21.1% | +970.4% | +841.2% |
| 10Y | +3,695.8% | +177.7% | +3,518.1% | +2,015.5% |
| All | +8,901.9% | +1,082.2% | +7,819.7% | +2,452.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling