+374.7%
AMDL vs SSNC
-3.0%
+377.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +8.4% |
| 7D | +4.5% | +0.6% | +3.9% | +5.1% |
| 30D | -4.4% | +6.0% | -10.4% | -0.1% |
| 3M | -30.5% | +21.0% | -51.5% | -15.9% |
| 6M | +300.9% | +12.1% | +288.8% | +391.4% |
| YTD | +219.9% | -3.2% | +223.2% | +302.2% |
| 1Y | +374.7% | -4.4% | +379.1% | +396.4% |
| All | +374.7% | -3.0% | +377.7% | +396.4% |
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