+1,091.6%
ATI vs SSNC
+169.0%
+922.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.1% | -3.3% |
| 7D | -2.7% | -6.7% | +4.0% | +2.0% |
| 30D | -13.5% | -0.8% | -12.7% | -13.3% |
| 3M | +8.5% | +16.1% | -7.5% | -4.3% |
| 6M | +25.2% | +7.9% | +17.2% | +15.3% |
| YTD | +73.4% | -8.7% | +82.1% | +77.6% |
| 1Y | +160.5% | -9.5% | +170.0% | +167.0% |
| 3Y | +347.3% | +47.7% | +299.6% | +211.5% |
| 5Y | +1,049.0% | +17.6% | +1,031.3% | +821.6% |
| All | +1,091.6% | +169.0% | +922.6% | +490.8% |
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