+1,091.0%
ZBRA vs SSNC
+1,037.0%
+54.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -0.8% |
| 7D | +2.6% | -1.8% | +4.4% | +3.5% |
| 30D | -6.4% | +1.9% | -8.3% | -7.4% |
| 3M | +51.3% | +18.4% | +32.9% | +37.7% |
| 6M | +60.5% | +7.0% | +53.5% | +53.4% |
| YTD | +45.2% | -6.9% | +52.1% | +48.7% |
| 1Y | +12.3% | -8.2% | +20.5% | +15.8% |
| 3Y | +37.5% | +50.5% | -13.0% | +10.3% |
| 5Y | -39.2% | +17.4% | -56.6% | -44.6% |
| 10Y | +417.0% | +164.9% | +252.1% | +224.2% |
| All | +1,091.0% | +1,037.0% | +54.0% | +292.8% |
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 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