+54.5%
ADI vs SSNC
-8.1%
+62.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +5.0% |
| 7D | +4.6% | -4.0% | +8.6% | +4.0% |
| 30D | -1.2% | +0.5% | -1.7% | -1.1% |
| 3M | -7.8% | +18.9% | -26.7% | -5.4% |
| 6M | +19.3% | +10.8% | +8.5% | +23.9% |
| YTD | +40.9% | -7.1% | +48.1% | +53.6% |
| 1Y | +54.5% | -9.6% | +64.1% | +70.5% |
| All | +54.5% | -8.1% | +62.6% | +70.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling