+301.8%
AMD vs SSNC
+54.4%
+247.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.1% |
| 7D | -11.0% | -3.3% | -7.7% | -10.7% |
| 30D | -30.5% | -1.3% | -29.2% | -30.7% |
| 3M | -8.2% | -2.3% | -5.9% | -8.6% |
| 6M | +6.6% | +12.6% | -6.1% | +2.2% |
| YTD | +109.7% | -10.1% | +119.8% | +125.5% |
| 1Y | +88.9% | -6.6% | +95.5% | +97.8% |
| 3Y | +301.8% | +54.0% | +247.9% | +219.8% |
| All | +301.8% | +54.4% | +247.4% | +219.8% |
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