+33.4%
AG vs SSNC
-3.9%
+37.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.6% | +10.8% | +9.0% |
| 7D | -2.6% | -1.1% | -1.5% | -2.7% |
| 30D | -12.1% | +0.6% | -12.7% | -11.9% |
| 3M | -6.6% | -1.5% | -5.1% | -6.4% |
| 6M | -20.5% | +15.8% | -36.3% | -19.2% |
| YTD | -7.4% | -8.0% | +0.5% | +0.9% |
| 1Y | +33.4% | -5.8% | +39.2% | +42.6% |
| All | +33.4% | -3.9% | +37.3% | +42.6% |
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