+234.0%
AMD vs SSNC
-8.1%
+242.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.8% | +9.7% | +4.4% |
| 7D | +10.0% | -1.8% | +11.8% | +9.4% |
| 30D | +4.6% | +1.9% | +2.7% | +5.4% |
| 3M | +3.1% | +18.4% | -15.2% | +11.5% |
| 6M | +162.8% | +7.0% | +155.9% | +186.0% |
| YTD | +136.2% | -6.9% | +143.1% | +160.1% |
| 1Y | +234.0% | -8.2% | +242.2% | +233.3% |
| All | +234.0% | -8.1% | +242.2% | +233.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling