+205.7%
ZTS vs SSNC
+689.5%
-483.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | +5.6% | +2.3% | +3.3% | +4.7% |
| 30D | +12.1% | -3.1% | +15.2% | +13.3% |
| 3M | +11.3% | -2.7% | +14.0% | +12.3% |
| 6M | +14.3% | +23.7% | -9.4% | +5.2% |
| YTD | -31.9% | -8.0% | -23.8% | -30.4% |
| 1Y | -29.3% | -4.7% | -24.6% | -28.7% |
| 3Y | -48.0% | +58.0% | -106.0% | -57.1% |
| 5Y | -58.9% | +8.0% | -66.9% | -61.5% |
| 10Y | +81.7% | +183.8% | -102.2% | +24.4% |
| All | +205.7% | +689.5% | -483.8% | +72.0% |
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 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