-4.5%
UPS vs SSNC
+58.0%
-62.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | +3.8% | +2.3% | +1.5% | +3.1% |
| 30D | +17.4% | -3.1% | +20.5% | +18.1% |
| 3M | +8.2% | -2.7% | +10.9% | +8.8% |
| 6M | +17.9% | +23.7% | -5.7% | +9.9% |
| YTD | +18.7% | -8.0% | +26.7% | +22.2% |
| 1Y | +24.8% | -4.7% | +29.5% | +26.4% |
| 3Y | -4.5% | +58.0% | -62.5% | -26.9% |
| All | -4.5% | +58.0% | -62.5% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling