-9.5%
AZO vs SSNC
-3.9%
-5.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.5% | +4.3% |
| 7D | +5.3% | -1.1% | +6.5% | +5.6% |
| 30D | +18.4% | +0.6% | +17.8% | +18.6% |
| 3M | +9.8% | -1.5% | +11.3% | +10.3% |
| 6M | -4.5% | +15.8% | -20.3% | -7.1% |
| YTD | -1.9% | -8.0% | +6.0% | -2.3% |
| 1Y | -9.5% | -5.8% | -3.7% | -10.2% |
| All | -9.5% | -3.9% | -5.6% | -10.2% |
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 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