+33.3%
ACI vs SSNC
+56.0%
-22.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +2.3% | +2.3% | 0.0% | +1.8% |
| 30D | +1.2% | -3.1% | +4.3% | +1.8% |
| 3M | +6.8% | -2.7% | +9.5% | +7.3% |
| 6M | -18.7% | +23.7% | -42.4% | -22.0% |
| YTD | -20.2% | -8.0% | -12.2% | -19.3% |
| 1Y | -23.7% | -4.7% | -19.0% | -23.4% |
| 3Y | -31.6% | +58.0% | -89.6% | -38.8% |
| 5Y | -42.8% | +8.0% | -50.7% | -46.0% |
| All | +33.3% | +56.0% | -22.7% | +18.5% |
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