-16.5%
AVTR vs SSNC
+58.0%
-74.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.5% | +2.3% | -1.9% | -1.0% |
| 30D | -1.0% | -3.1% | +2.1% | +0.2% |
| 3M | +12.2% | -2.7% | +14.9% | +13.2% |
| 6M | +97.5% | +23.7% | +73.8% | +67.2% |
| YTD | +35.6% | -8.0% | +43.6% | +43.5% |
| 1Y | +32.8% | -4.7% | +37.5% | +36.1% |
| 3Y | -16.5% | +58.0% | -74.5% | -41.1% |
| All | -16.5% | +58.0% | -74.5% | -41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling