-99.2%
AMC vs SSNC
+7.5%
-106.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +3.5% | +2.3% | +1.2% | +1.5% |
| 30D | +12.5% | -3.1% | +15.6% | +14.8% |
| 3M | +23.6% | -2.7% | +26.3% | +25.2% |
| 6M | +144.4% | +23.7% | +120.7% | +96.0% |
| YTD | +108.3% | -8.0% | +116.4% | +118.0% |
| 1Y | +38.9% | -4.7% | +43.6% | +40.1% |
| 3Y | -58.9% | +58.0% | -116.9% | -79.1% |
| All | -99.2% | +7.5% | -106.8% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling