-41.7%
TECH vs SSNC
+18.8%
-60.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.7% | +2.1% |
| 7D | +0.2% | -1.8% | +2.0% | +1.1% |
| 30D | +0.1% | +1.9% | -1.8% | -1.2% |
| 3M | +37.5% | +18.4% | +19.1% | +22.2% |
| 6M | +34.6% | +7.0% | +27.6% | +27.7% |
| YTD | +23.5% | -6.9% | +30.4% | +28.1% |
| 1Y | +34.4% | -8.2% | +42.6% | +40.5% |
| 3Y | +2.3% | +50.5% | -48.3% | -25.7% |
| 5Y | -41.7% | +17.4% | -59.1% | -49.8% |
| All | -41.7% | +18.8% | -60.5% | -49.8% |
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