+161.6%
ATI vs SSNC
-8.1%
+169.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.1% |
| 7D | -5.6% | -4.0% | -1.6% | -6.2% |
| 30D | -13.7% | +0.5% | -14.3% | -13.6% |
| 3M | -0.4% | +18.9% | -19.3% | +2.7% |
| 6M | +26.2% | +10.8% | +15.4% | +29.9% |
| YTD | +73.2% | -7.1% | +80.3% | +76.8% |
| 1Y | +161.6% | -9.6% | +171.2% | +183.1% |
| All | +161.6% | -8.1% | +169.8% | +183.1% |
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