+26.3%
ACI vs SSNC
+64.2%
-37.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.1% |
| 7D | +0.2% | +0.6% | -0.5% | 0.0% |
| 30D | +5.9% | +6.0% | -0.1% | +4.7% |
| 3M | -19.8% | +21.0% | -40.7% | -22.7% |
| 6M | -24.7% | +12.1% | -36.8% | -26.5% |
| YTD | -24.4% | -3.2% | -21.2% | -24.2% |
| 1Y | -31.5% | -4.4% | -27.1% | -31.2% |
| 3Y | -38.7% | +51.6% | -90.3% | -44.6% |
| 5Y | -42.8% | +21.1% | -63.9% | -46.8% |
| All | +26.3% | +64.2% | -37.9% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling