+433.3%
TECH vs SSNC
+1,082.2%
-648.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.4% |
| 7D | +0.1% | +0.6% | -0.5% | -0.2% |
| 30D | +0.7% | +6.0% | -5.3% | -1.6% |
| 3M | +36.3% | +21.0% | +15.4% | +25.4% |
| 6M | +25.6% | +12.1% | +13.5% | +18.9% |
| YTD | +23.7% | -3.2% | +26.9% | +23.8% |
| 1Y | +37.6% | -4.4% | +42.0% | +38.3% |
| 3Y | -6.6% | +51.6% | -58.2% | -21.3% |
| 5Y | -42.2% | +21.1% | -63.3% | -47.5% |
| 10Y | +187.6% | +177.7% | +9.9% | +97.5% |
| All | +433.3% | +1,082.2% | -648.9% | +128.7% |
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