+731.0%
ACN vs SSNC
+1,022.7%
-291.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.3% |
| 7D | -4.0% | -0.2% | -3.9% | -4.0% |
| 30D | +19.0% | -1.9% | +20.9% | +20.1% |
| 3M | +42.2% | -0.2% | +42.3% | +42.8% |
| 6M | +50.1% | +19.4% | +30.7% | +39.4% |
| YTD | -2.7% | -8.1% | +5.4% | +1.9% |
| 1Y | +7.6% | -5.3% | +12.9% | +11.2% |
| 3Y | -15.9% | +56.9% | -72.8% | -30.8% |
| 5Y | -24.4% | +8.0% | -32.4% | -27.6% |
| 10Y | +151.4% | +183.6% | -32.2% | +62.0% |
| All | +731.0% | +1,022.7% | -291.7% | +207.2% |
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 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