+508.5%
AMDL vs SSNC
-8.1%
+516.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.8% | +15.5% | +8.8% |
| 7D | +19.9% | -1.8% | +21.7% | +18.7% |
| 30D | +6.3% | +1.9% | +4.3% | +8.2% |
| 3M | -9.9% | +18.4% | -28.3% | +6.4% |
| 6M | +394.3% | +7.0% | +387.3% | +491.7% |
| YTD | +257.3% | -6.9% | +264.2% | +338.6% |
| 1Y | +508.5% | -8.2% | +516.7% | +517.5% |
| All | +508.5% | -8.1% | +516.7% | +517.5% |
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