-39.6%
ZBRA vs SSNC
+19.2%
-58.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.5% |
| 7D | -3.4% | -4.0% | +0.6% | -0.3% |
| 30D | -7.4% | +0.5% | -7.9% | -7.9% |
| 3M | +57.5% | +18.9% | +38.6% | +36.3% |
| 6M | +64.0% | +10.8% | +53.1% | +49.1% |
| YTD | +44.3% | -7.1% | +51.4% | +51.6% |
| 1Y | +10.9% | -9.6% | +20.5% | +19.0% |
| 3Y | +37.5% | +51.1% | -13.5% | -9.0% |
| All | -39.6% | +19.2% | -58.8% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling