+44.1%
AA vs SSNC
+184.2%
-140.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +5.3% | +1.4% | +3.9% | +4.3% |
| 30D | -2.3% | -2.6% | +0.4% | -1.1% |
| 3M | -20.8% | -0.6% | -20.2% | -21.5% |
| 6M | -39.8% | +19.9% | -59.7% | -48.9% |
| YTD | -23.3% | -8.2% | -15.1% | -22.5% |
| 1Y | +1.8% | -5.5% | +7.4% | +0.8% |
| 3Y | +69.5% | +56.8% | +12.8% | +13.7% |
| 5Y | -18.0% | +7.8% | -25.8% | -28.1% |
| All | +44.1% | +184.2% | -140.1% | -24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling