+69.0%
AMP vs SSNC
+49.3%
+19.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.2% |
| 7D | -0.5% | -4.0% | +3.5% | +1.6% |
| 30D | -1.3% | +0.5% | -1.8% | -1.7% |
| 3M | +24.2% | +18.9% | +5.3% | +12.6% |
| 6M | +24.6% | +10.8% | +13.7% | +17.1% |
| YTD | +14.8% | -7.1% | +22.0% | +19.3% |
| 1Y | +12.8% | -9.6% | +22.4% | +19.1% |
| 3Y | +69.0% | +51.1% | +17.9% | +30.3% |
| All | +69.0% | +49.3% | +19.7% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling