+320.5%
AVAV vs SSNC
+184.2%
+136.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | +18.4% | +1.4% | +17.0% | +17.6% |
| 30D | -4.9% | -2.6% | -2.3% | -4.2% |
| 3M | -37.7% | -0.6% | -37.0% | -37.9% |
| 6M | -28.4% | +19.9% | -48.3% | -35.1% |
| YTD | -50.0% | -8.2% | -41.9% | -49.0% |
| 1Y | -62.6% | -5.5% | -57.1% | -62.3% |
| 3Y | -0.6% | +56.8% | -57.4% | -22.2% |
| 5Y | +31.9% | +7.8% | +24.1% | +19.9% |
| All | +320.5% | +184.2% | +136.3% | +170.2% |
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