+390.7%
ZS vs SSNC
+69.7%
+321.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.8% | -0.8% | -2.0% |
| 7D | -9.2% | -1.8% | -7.4% | -8.0% |
| 30D | -4.0% | +1.9% | -5.9% | -5.0% |
| 3M | +25.3% | +18.4% | +6.9% | +11.2% |
| 6M | -1.3% | +7.0% | -8.3% | -5.4% |
| YTD | -28.0% | -6.9% | -21.1% | -24.5% |
| 1Y | -42.5% | -8.2% | -34.3% | -39.4% |
| 3Y | +0.7% | +50.5% | -49.8% | -24.2% |
| 5Y | -42.3% | +17.4% | -59.7% | -48.8% |
| All | +390.7% | +69.7% | +321.1% | +244.7% |
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