-59.1%
Z vs SSNC
-7.9%
-51.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.7% | -1.8% |
| 7D | -4.6% | -3.3% | -1.2% | -1.6% |
| 30D | +8.3% | -1.3% | +9.6% | +9.7% |
| 3M | -11.6% | -2.3% | -9.3% | -9.1% |
| 6M | -33.6% | +12.6% | -46.3% | -38.7% |
| YTD | -56.7% | -10.1% | -46.6% | -52.3% |
| 1Y | -59.1% | -6.6% | -52.6% | -57.0% |
| All | -59.1% | -7.9% | -51.2% | -57.0% |
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 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