-99.8%
AMIX vs SSNC
+41.5%
-141.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -0.8% |
| 7D | -13.7% | +0.6% | -14.4% | -14.2% |
| 30D | -62.1% | +6.0% | -68.1% | -64.4% |
| 3M | -46.2% | +21.0% | -67.1% | -50.0% |
| 6M | -46.4% | +12.1% | -58.5% | -48.7% |
| YTD | -60.3% | -3.2% | -57.0% | -59.8% |
| 1Y | -79.7% | -4.4% | -75.3% | -79.2% |
| All | -99.8% | +41.5% | -141.3% | -99.9% |
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