+345.4%
ATI vs SSNC
+1,082.2%
-736.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.1% | +3.7% |
| 7D | -0.1% | +0.6% | -0.7% | -0.5% |
| 30D | +2.7% | +6.0% | -3.3% | -1.3% |
| 3M | +16.3% | +21.0% | -4.7% | +1.0% |
| 6M | +30.2% | +12.1% | +18.1% | +17.8% |
| YTD | +83.6% | -3.2% | +86.8% | +80.4% |
| 1Y | +173.0% | -4.4% | +177.4% | +169.0% |
| 3Y | +356.6% | +51.6% | +305.0% | +228.4% |
| 5Y | +1,074.2% | +21.1% | +1,053.1% | +857.2% |
| 10Y | +1,136.2% | +177.7% | +958.5% | +508.6% |
| All | +345.4% | +1,082.2% | -736.8% | -19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling