-17.6%
UBER vs SSNC
-3.0%
-14.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | +11.1% | +6.0% | +5.1% | +8.9% |
| 3M | +4.9% | +21.0% | -16.1% | -1.4% |
| 6M | -1.2% | +12.1% | -13.2% | -5.1% |
| YTD | -7.3% | -3.2% | -4.0% | -9.0% |
| 1Y | -17.6% | -4.4% | -13.3% | -18.8% |
| All | -17.6% | -3.0% | -14.7% | -18.8% |
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 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