+8.6%
AEIS vs SSNC
-3.9%
+12.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -1.6% | -9.5% | -11.9% |
| 7D | -12.7% | -1.1% | -11.6% | -13.2% |
| 30D | -28.8% | +0.6% | -29.5% | -28.3% |
| 3M | -38.0% | -1.5% | -36.5% | -38.0% |
| 6M | -45.3% | +15.8% | -61.1% | -39.3% |
| YTD | +1.1% | -8.0% | +9.1% | +14.7% |
| 1Y | +8.6% | -5.8% | +14.5% | +20.6% |
| All | +8.6% | -3.9% | +12.6% | +20.6% |
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