+57.4%
AA vs SSNC
-9.9%
+67.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.9% |
| 7D | -5.4% | -6.7% | +1.4% | -6.4% |
| 30D | -10.7% | -0.8% | -9.9% | -10.8% |
| 3M | -26.2% | +16.1% | -42.2% | -24.2% |
| 6M | -20.9% | +7.9% | -28.9% | -19.0% |
| YTD | -8.6% | -8.7% | +0.1% | -5.8% |
| 1Y | +57.4% | -9.5% | +66.9% | +69.6% |
| All | +57.4% | -9.9% | +67.3% | +69.6% |
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 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