+506.9%
ACN vs SSNC
+1,082.2%
-575.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.2% | -2.8% |
| 7D | -1.5% | +0.6% | -2.2% | -1.8% |
| 30D | +9.4% | +6.0% | +3.3% | +6.5% |
| 3M | +5.6% | +21.0% | -15.3% | -3.0% |
| 6M | -9.3% | +12.1% | -21.3% | -13.5% |
| YTD | -29.0% | -3.2% | -25.7% | -27.5% |
| 1Y | -24.7% | -4.4% | -20.3% | -22.8% |
| 3Y | -39.8% | +51.6% | -91.4% | -50.0% |
| 5Y | -40.9% | +21.1% | -62.0% | -46.3% |
| 10Y | +91.1% | +177.7% | -86.6% | +22.7% |
| All | +506.9% | +1,082.2% | -575.3% | +118.4% |
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