+35.1%
AVTR vs SSNC
-3.9%
+39.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.9% |
| 7D | -6.2% | -1.1% | -5.1% | -5.9% |
| 30D | -1.0% | +0.6% | -1.6% | -1.8% |
| 3M | +14.4% | -1.5% | +15.9% | +14.3% |
| 6M | +95.9% | +15.8% | +80.1% | +83.7% |
| YTD | +36.6% | -8.0% | +44.5% | +40.6% |
| 1Y | +35.1% | -5.8% | +41.0% | +36.1% |
| All | +35.1% | -3.9% | +39.1% | +36.1% |
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