+172.1%
ACGL vs SSNC
+7.5%
+164.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | +2.2% | +2.3% | -0.1% | +1.3% |
| 30D | +12.3% | -3.1% | +15.4% | +13.4% |
| 3M | +11.8% | -2.7% | +14.6% | +12.7% |
| 6M | +17.5% | +23.7% | -6.2% | +8.1% |
| YTD | +14.3% | -8.0% | +22.3% | +16.7% |
| 1Y | +18.2% | -4.7% | +22.9% | +18.9% |
| 3Y | +33.2% | +58.0% | -24.8% | +8.3% |
| All | +172.1% | +7.5% | +164.6% | +162.8% |
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