+1,631.2%
AEIS vs SSNC
+1,082.2%
+549.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +3.1% |
| 7D | +3.0% | +0.6% | +2.3% | +2.6% |
| 30D | -14.6% | +6.0% | -20.7% | -18.0% |
| 3M | -12.4% | +21.0% | -33.4% | -24.3% |
| 6M | -15.0% | +12.1% | -27.1% | -23.8% |
| YTD | +34.3% | -3.2% | +37.5% | +30.8% |
| 1Y | +87.4% | -4.4% | +91.7% | +83.0% |
| 3Y | +139.8% | +51.6% | +88.2% | +74.1% |
| 5Y | +220.7% | +21.1% | +199.6% | +167.3% |
| 10Y | +531.6% | +177.7% | +353.9% | +226.5% |
| All | +1,631.2% | +1,082.2% | +549.0% | +282.2% |
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