-45.0%
ACI vs SSNC
+47.5%
-92.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.1% |
| 7D | -5.0% | -3.9% | -1.2% | -4.4% |
| 30D | -2.3% | -0.2% | -2.1% | -2.2% |
| 3M | -23.2% | +15.9% | -39.1% | -24.9% |
| 6M | -29.5% | +7.5% | -36.9% | -30.4% |
| YTD | -28.6% | -8.2% | -20.4% | -27.6% |
| 1Y | -34.0% | -9.3% | -24.7% | -33.1% |
| All | -45.0% | +47.5% | -92.5% | -50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling