+8,520.0%
AMD vs SSNC
+184.2%
+8,335.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +5.9% | +5.9% |
| 7D | +44.7% | +1.4% | +43.4% | +43.5% |
| 30D | -3.3% | -2.6% | -0.7% | -2.5% |
| 3M | +21.2% | -0.6% | +21.8% | +19.7% |
| 6M | +30.6% | +19.9% | +10.7% | +10.2% |
| YTD | +173.3% | -8.2% | +181.5% | +173.5% |
| 1Y | +126.1% | -5.5% | +131.6% | +121.0% |
| 3Y | +393.5% | +56.8% | +336.8% | +221.9% |
| 5Y | +295.8% | +7.8% | +288.0% | +247.0% |
| All | +8,520.0% | +184.2% | +8,335.9% | +4,002.2% |
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