-31.6%
ZS vs SSNC
-3.9%
-27.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.8% |
| 7D | -12.3% | -1.1% | -11.1% | -11.7% |
| 30D | +11.2% | +0.6% | +10.6% | +8.0% |
| 3M | +37.5% | -1.5% | +39.0% | +36.2% |
| 6M | +57.8% | +15.8% | +42.0% | +37.0% |
| YTD | -0.2% | -8.0% | +7.7% | -1.4% |
| 1Y | -31.6% | -5.8% | -25.8% | -34.1% |
| All | -31.6% | -3.9% | -27.7% | -34.1% |
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