+2.1%
AS vs SSNC
-3.9%
+6.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.6% |
| 7D | +13.8% | -1.1% | +14.9% | +14.2% |
| 30D | +16.7% | +0.6% | +16.1% | +16.2% |
| 3M | -11.5% | -1.5% | -10.0% | -11.4% |
| 6M | -5.5% | +15.8% | -21.3% | -10.4% |
| YTD | -14.2% | -8.0% | -6.2% | -11.3% |
| 1Y | +2.1% | -5.8% | +7.9% | +3.5% |
| All | +2.1% | -3.9% | +6.0% | +3.5% |
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