-62.4%
ZTS vs SSNC
+15.9%
-78.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | +0.3% |
| 7D | -3.8% | -3.9% | +0.1% | -2.0% |
| 30D | -2.0% | -0.2% | -1.9% | -1.9% |
| 3M | -10.2% | +15.9% | -26.1% | -16.5% |
| 6M | -39.4% | +7.5% | -46.9% | -41.7% |
| YTD | -40.8% | -8.2% | -32.6% | -38.9% |
| 1Y | -50.1% | -9.3% | -40.8% | -48.3% |
| 3Y | -58.9% | +48.5% | -107.3% | -68.1% |
| 5Y | -62.4% | +16.0% | -78.4% | -67.6% |
| All | -62.4% | +15.9% | -78.3% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling