-58.8%
ZTS vs SSNC
+49.6%
-108.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.9% | -1.4% |
| 7D | -4.8% | -1.8% | -3.0% | -4.1% |
| 30D | +1.2% | +1.9% | -0.7% | +0.5% |
| 3M | -6.0% | +18.4% | -24.4% | -12.2% |
| 6M | -38.7% | +7.0% | -45.7% | -40.6% |
| YTD | -40.6% | -6.9% | -33.7% | -39.5% |
| 1Y | -50.6% | -8.2% | -42.4% | -49.4% |
| All | -58.8% | +49.6% | -108.4% | -69.1% |
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 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