+884.4%
AMGN vs SSNC
+1,037.0%
-152.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -3.8% | -6.3% | -9.0% |
| 7D | -10.3% | -1.8% | -8.5% | -9.7% |
| 30D | -3.8% | +1.9% | -5.7% | -4.2% |
| 3M | +14.4% | +18.4% | -4.0% | +9.0% |
| 6M | +7.8% | +7.0% | +0.9% | +5.4% |
| YTD | +22.6% | -6.9% | +29.5% | +24.2% |
| 1Y | +44.2% | -8.2% | +52.4% | +46.4% |
| 3Y | +65.8% | +50.5% | +15.3% | +45.7% |
| 5Y | +108.0% | +17.4% | +90.6% | +92.6% |
| 10Y | +209.9% | +164.9% | +44.9% | +115.6% |
| All | +884.4% | +1,037.0% | -152.5% | +364.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling