+5,051.8%
AMD vs SSNC
+1,082.2%
+3,969.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +5.4% |
| 7D | +2.6% | +0.6% | +1.9% | +2.1% |
| 30D | -0.9% | +6.0% | -7.0% | -4.7% |
| 3M | -8.7% | +21.0% | -29.7% | -21.2% |
| 6M | +136.3% | +12.1% | +124.3% | +111.4% |
| YTD | +123.0% | -3.2% | +126.2% | +117.7% |
| 1Y | +195.2% | -4.4% | +199.5% | +188.9% |
| 3Y | +336.3% | +51.6% | +284.7% | +210.0% |
| 5Y | +334.5% | +21.1% | +313.4% | +265.9% |
| 10Y | +6,259.1% | +177.7% | +6,081.4% | +3,043.4% |
| All | +5,051.8% | +1,082.2% | +3,969.6% | +976.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling