+0.6%
ZS vs SSNC
+47.5%
-46.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +3.9% | +3.6% |
| 7D | -3.8% | -3.9% | +0.1% | -0.9% |
| 30D | -6.0% | -0.2% | -5.8% | -5.7% |
| 3M | +32.0% | +15.9% | +16.1% | +18.0% |
| 6M | +2.1% | +7.5% | -5.3% | -3.0% |
| YTD | -26.2% | -8.2% | -17.9% | -22.3% |
| 1Y | -41.2% | -9.3% | -31.8% | -37.7% |
| All | +0.6% | +47.5% | -46.9% | -25.9% |
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