+74.3%
AEIS vs SSNC
-9.9%
+84.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.3% |
| 7D | -0.2% | -6.7% | +6.5% | -3.1% |
| 30D | -16.4% | -0.8% | -15.6% | -16.5% |
| 3M | -11.1% | +16.1% | -27.2% | -3.4% |
| 6M | -12.0% | +7.9% | -20.0% | -4.3% |
| YTD | +30.9% | -8.7% | +39.6% | +43.3% |
| 1Y | +74.3% | -9.5% | +83.8% | +93.6% |
| All | +74.3% | -9.9% | +84.2% | +93.6% |
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