-44.0%
ACN vs SSNC
+15.9%
-59.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.8% |
| 7D | -6.3% | -3.9% | -2.4% | -3.6% |
| 30D | -1.4% | -0.2% | -1.2% | -1.1% |
| 3M | +2.6% | +15.9% | -13.4% | -7.2% |
| 6M | -14.3% | +7.5% | -21.8% | -18.3% |
| YTD | -33.1% | -8.2% | -24.9% | -29.3% |
| 1Y | -28.8% | -9.3% | -19.5% | -24.3% |
| 3Y | -43.0% | +48.5% | -91.4% | -57.0% |
| 5Y | -44.0% | +16.0% | -60.0% | -50.0% |
| All | -44.0% | +15.9% | -59.9% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling