+92.3%
SYF vs SSNC
+18.8%
+73.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | +1.1% |
| 7D | +2.6% | -1.8% | +4.4% | +3.9% |
| 30D | 0.0% | +1.9% | -1.9% | -1.5% |
| 3M | +11.9% | +18.4% | -6.5% | -2.3% |
| 6M | +18.9% | +7.0% | +12.0% | +11.8% |
| YTD | -4.6% | -6.9% | +2.3% | -0.5% |
| 1Y | +6.4% | -8.2% | +14.5% | +12.0% |
| 3Y | +167.2% | +50.5% | +116.6% | +88.6% |
| 5Y | +92.3% | +17.4% | +75.0% | +59.8% |
| All | +92.3% | +18.8% | +73.6% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling