-49.6%
ZTS vs SSNC
-3.0%
-46.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.2% |
| 7D | -2.0% | +0.6% | -2.6% | -2.2% |
| 30D | +1.9% | +6.0% | -4.1% | -0.1% |
| 3M | -4.0% | +21.0% | -25.0% | -9.9% |
| 6M | -39.1% | +12.1% | -51.2% | -42.2% |
| YTD | -38.8% | -3.2% | -35.6% | -40.4% |
| 1Y | -49.6% | -4.4% | -45.2% | -50.0% |
| All | -49.6% | -3.0% | -46.6% | -50.0% |
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