+23.7%
TECH vs SSNC
-5.6%
+29.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.2% |
| 7D | +0.2% | -2.5% | +2.8% | +0.6% |
| 30D | +0.5% | -2.7% | +3.2% | +0.7% |
| 3M | +1.1% | -0.8% | +1.9% | +0.9% |
| 6M | +51.0% | +15.5% | +35.5% | +47.3% |
| YTD | +24.4% | -8.8% | +33.2% | +32.8% |
| All | +23.7% | -5.6% | +29.3% | +28.5% |
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 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