+131.7%
AG vs SSNC
-3.0%
+134.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -2.1% |
| 7D | +1.0% | +0.6% | +0.4% | +1.1% |
| 30D | +19.2% | +6.0% | +13.1% | +19.9% |
| 3M | +6.2% | +21.0% | -14.8% | +8.4% |
| 6M | -26.7% | +12.1% | -38.8% | -24.5% |
| YTD | +26.1% | -3.2% | +29.4% | +30.6% |
| 1Y | +131.7% | -4.4% | +136.0% | +183.1% |
| All | +131.7% | -3.0% | +134.6% | +183.1% |
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