+508.8%
AVAV vs SSNC
+164.2%
+344.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.8% | +6.7% | +4.6% |
| 7D | +3.2% | -1.8% | +5.0% | +3.9% |
| 30D | -20.3% | +1.9% | -22.2% | -21.1% |
| 3M | -19.4% | +18.4% | -37.8% | -26.1% |
| 6M | -35.3% | +7.0% | -42.2% | -37.7% |
| YTD | -38.5% | -6.9% | -31.6% | -37.2% |
| 1Y | -37.2% | -8.2% | -29.0% | -35.6% |
| 3Y | +31.1% | +50.5% | -19.4% | +4.9% |
| 5Y | +41.0% | +17.4% | +23.6% | +23.7% |
| 10Y | +508.8% | +164.9% | +343.8% | +283.9% |
| All | +508.8% | +164.2% | +344.5% | +283.9% |
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 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