-58.9%
AMC vs SSNC
+58.0%
-116.9%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +3.5% | +2.3% | +1.2% | +2.3% |
| 30D | +12.5% | -3.1% | +15.6% | +13.9% |
| 3M | +23.6% | -2.7% | +26.3% | +24.7% |
| 6M | +144.4% | +23.7% | +120.7% | +114.8% |
| YTD | +108.3% | -8.0% | +116.4% | +111.0% |
| 1Y | +38.9% | -4.7% | +43.6% | +37.9% |
| 3Y | -58.9% | +58.0% | -116.9% | -73.6% |
| All | -58.9% | +58.0% | -116.9% | -73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling