-64.8%
AVTR vs SSNC
+14.9%
-79.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -2.0% | -6.7% | +4.7% | +2.6% |
| 30D | +8.1% | -0.8% | +8.9% | +8.5% |
| 3M | +54.2% | +16.1% | +38.1% | +38.0% |
| 6M | +82.6% | +7.9% | +74.6% | +71.4% |
| YTD | +29.8% | -8.7% | +38.5% | +37.0% |
| 1Y | +18.0% | -9.5% | +27.5% | +25.5% |
| 3Y | -26.4% | +47.7% | -74.1% | -45.1% |
| 5Y | -64.8% | +17.6% | -82.5% | -70.1% |
| All | -64.8% | +14.9% | -79.8% | -70.1% |
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 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