+9.4%
AMZN vs SSNC
-9.9%
+19.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -2.7% | -6.7% | +4.0% | -1.6% |
| 30D | -7.5% | -0.8% | -6.7% | -7.3% |
| 3M | +5.8% | +16.1% | -10.2% | +3.0% |
| 6M | +17.5% | +7.9% | +9.6% | +16.1% |
| YTD | +9.1% | -8.7% | +17.8% | +14.0% |
| 1Y | +9.4% | -9.5% | +18.9% | +11.3% |
| All | +9.4% | -9.9% | +19.2% | +11.3% |
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 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