+569.3%
AMP vs SSNC
+173.6%
+395.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.4% |
| 7D | -0.5% | -4.0% | +3.5% | +2.2% |
| 30D | -1.3% | +0.5% | -1.8% | -1.8% |
| 3M | +24.2% | +18.9% | +5.3% | +9.4% |
| 6M | +24.6% | +10.8% | +13.7% | +14.4% |
| YTD | +14.8% | -7.1% | +22.0% | +18.5% |
| 1Y | +12.8% | -9.6% | +22.4% | +18.2% |
| 3Y | +69.0% | +51.1% | +17.9% | +21.5% |
| 5Y | +124.9% | +19.7% | +105.2% | +88.9% |
| All | +569.3% | +173.6% | +395.7% | +287.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling