+27.7%
AVAV vs SSNC
+7.5%
+20.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +4.2% | +2.3% | +1.9% | +3.3% |
| 30D | -2.6% | -3.1% | +0.6% | -1.8% |
| 3M | -38.0% | -2.7% | -35.2% | -37.7% |
| 6M | -27.0% | +23.7% | -50.7% | -34.6% |
| YTD | -51.4% | -8.0% | -43.4% | -50.2% |
| 1Y | -60.2% | -4.7% | -55.5% | -59.9% |
| 3Y | -6.7% | +58.0% | -64.6% | -28.6% |
| All | +27.7% | +7.5% | +20.1% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling