+14.6%
AMCR vs SSNC
+173.6%
-158.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.2% |
| 7D | -6.3% | -4.0% | -2.2% | -4.9% |
| 30D | -7.8% | +0.5% | -8.3% | -8.0% |
| 3M | +7.5% | +18.9% | -11.4% | +0.7% |
| 6M | +2.7% | +10.8% | -8.1% | -1.5% |
| YTD | +6.0% | -7.1% | +13.2% | +7.8% |
| 1Y | +7.8% | -9.6% | +17.4% | +10.4% |
| 3Y | +5.8% | +51.1% | -45.3% | -11.3% |
| 5Y | -11.6% | +19.7% | -31.3% | -20.6% |
| All | +14.6% | +173.6% | -158.9% | -10.0% |
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