+168.4%
SYF vs SSNC
+184.2%
-15.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -3.3% | +1.4% | -4.6% | -4.2% |
| 30D | -2.2% | -2.6% | +0.5% | -0.7% |
| 3M | -9.3% | -0.6% | -8.7% | -9.5% |
| 6M | +2.1% | +19.9% | -17.8% | -12.3% |
| YTD | -12.6% | -8.2% | -4.5% | -9.4% |
| 1Y | -3.4% | -5.5% | +2.1% | -2.0% |
| 3Y | +156.5% | +56.8% | +99.7% | +79.0% |
| 5Y | +59.6% | +7.8% | +51.8% | +44.7% |
| All | +168.4% | +184.2% | -15.8% | +53.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling