+930.3%
ATI vs SSNC
+184.6%
+745.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +4.2% | +2.3% | +1.8% | +2.6% |
| 30D | -2.5% | -3.1% | +0.6% | -1.1% |
| 3M | -19.4% | -2.7% | -16.7% | -18.8% |
| 6M | +11.1% | +23.7% | -12.6% | -7.6% |
| YTD | +59.5% | -8.0% | +67.6% | +61.2% |
| 1Y | +85.8% | -4.7% | +90.5% | +82.5% |
| 3Y | +311.9% | +58.0% | +253.9% | +169.1% |
| 5Y | +963.2% | +8.0% | +955.3% | +811.3% |
| All | +930.3% | +184.6% | +745.7% | +385.4% |
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