-98.7%
AMC vs SSNC
+186.8%
-285.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.6% |
| 7D | -2.8% | -0.2% | -2.7% | -2.6% |
| 30D | +14.0% | -1.9% | +15.9% | +14.9% |
| 3M | +42.5% | -0.2% | +42.7% | +41.9% |
| 6M | +142.6% | +19.4% | +123.1% | +115.9% |
| YTD | +119.2% | -8.1% | +127.3% | +126.4% |
| 1Y | +40.7% | -5.3% | +46.0% | +42.8% |
| 3Y | -57.3% | +56.9% | -114.2% | -68.7% |
| 5Y | -99.1% | +8.0% | -107.2% | -99.2% |
| 10Y | -98.7% | +183.6% | -282.3% | -99.2% |
| All | -98.7% | +186.8% | -285.5% | -99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling