+17.7%
ACI vs SSNC
+54.9%
-37.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.2% |
| 7D | -7.1% | -6.7% | -0.3% | -5.8% |
| 30D | -4.5% | -0.8% | -3.7% | -4.3% |
| 3M | -22.3% | +16.1% | -38.3% | -24.4% |
| 6M | -28.4% | +7.9% | -36.4% | -29.6% |
| YTD | -29.5% | -8.7% | -20.8% | -28.5% |
| 1Y | -34.2% | -9.5% | -24.7% | -33.3% |
| 3Y | -45.7% | +47.7% | -93.3% | -50.6% |
| 5Y | -40.8% | +17.6% | -58.4% | -44.5% |
| All | +17.7% | +54.9% | -37.1% | +5.0% |
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 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