+26.7%
AME vs SSNC
-8.1%
+34.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.5% | +3.2% |
| 7D | +1.7% | -4.0% | +5.8% | +1.9% |
| 30D | -6.4% | +0.5% | -7.0% | -6.5% |
| 3M | +7.1% | +18.9% | -11.8% | +6.6% |
| 6M | +8.2% | +10.8% | -2.7% | +8.7% |
| YTD | +18.2% | -7.1% | +25.3% | +22.3% |
| 1Y | +26.7% | -9.6% | +36.4% | +32.4% |
| All | +26.7% | -8.1% | +34.9% | +32.4% |
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