-71.3%
AMC vs SSNC
+54.4%
-125.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.3% |
| 7D | +2.6% | -3.3% | +5.9% | +4.5% |
| 30D | +9.0% | -1.3% | +10.3% | +9.2% |
| 3M | +22.2% | -2.3% | +24.5% | +22.9% |
| 6M | +91.5% | +12.6% | +78.8% | +77.1% |
| YTD | +101.3% | -10.1% | +111.4% | +106.2% |
| 1Y | +20.8% | -6.6% | +27.3% | +21.2% |
| 3Y | -71.3% | +54.0% | -125.3% | -81.5% |
| All | -71.3% | +54.4% | -125.8% | -81.5% |
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