+152.3%
ACN vs SSNC
+184.6%
-32.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | -3.8% | +2.3% | -6.1% | -5.1% |
| 30D | +16.5% | -3.1% | +19.6% | +18.7% |
| 3M | +41.5% | -2.7% | +44.2% | +44.3% |
| 6M | +60.1% | +23.7% | +36.4% | +43.5% |
| YTD | -3.9% | -8.0% | +4.1% | +1.2% |
| 1Y | +4.1% | -4.7% | +8.8% | +7.6% |
| 3Y | -15.9% | +58.0% | -73.8% | -33.8% |
| 5Y | -26.3% | +8.0% | -34.3% | -30.7% |
| All | +152.3% | +184.6% | -32.3% | +67.8% |
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 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