+373.4%
AMD vs SSNC
+57.9%
+315.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.2% |
| 7D | +13.1% | -0.2% | +13.3% | +13.2% |
| 30D | -7.0% | -1.9% | -5.0% | -7.1% |
| 3M | +16.6% | -0.2% | +16.7% | +15.7% |
| 6M | +20.5% | +19.4% | +1.1% | +13.8% |
| YTD | +158.2% | -8.1% | +166.3% | +176.9% |
| 1Y | +132.8% | -5.3% | +138.1% | +144.5% |
| All | +373.4% | +57.9% | +315.5% | +297.0% |
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 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