+476.7%
UAL vs SSNC
+998.3%
-521.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.5% |
| 7D | +8.2% | -3.3% | +11.5% | +10.4% |
| 30D | +2.3% | -1.3% | +3.6% | +2.8% |
| 3M | -12.7% | -2.3% | -10.4% | -11.9% |
| 6M | +12.7% | +12.6% | +0.1% | +2.9% |
| YTD | +0.8% | -10.1% | +10.9% | +5.0% |
| 1Y | +17.8% | -6.6% | +24.4% | +19.7% |
| 3Y | +206.7% | +54.0% | +152.7% | +132.1% |
| 5Y | +113.9% | +7.0% | +106.9% | +101.7% |
| 10Y | +97.0% | +176.7% | -79.7% | +16.2% |
| All | +476.7% | +998.3% | -521.6% | +64.0% |
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