-80.6%
AMC vs SSNC
+52.6%
-133.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +5.0% |
| 7D | +2.3% | +0.6% | +1.7% | +1.8% |
| 30D | -0.7% | +6.0% | -6.8% | -4.3% |
| 3M | +35.2% | +21.0% | +14.2% | +19.2% |
| 6M | +124.6% | +12.1% | +112.5% | +107.8% |
| YTD | +69.9% | -3.2% | +73.1% | +69.4% |
| 1Y | -2.6% | -4.4% | +1.8% | -2.4% |
| All | -80.6% | +52.6% | -133.1% | -89.7% |
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