+184.0%
SSNC vs AMBA
+4.3%
+179.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.5% |
| 7D | -2.5% | -2.6% | +0.1% | -2.3% |
| 30D | -2.7% | -10.5% | +7.8% | -1.4% |
| 3M | -0.8% | -26.4% | +25.6% | +3.1% |
| 6M | +15.5% | -20.9% | +36.4% | +14.9% |
| YTD | -8.8% | -14.8% | +6.0% | -11.5% |
| 1Y | -5.8% | -36.1% | +30.3% | -4.2% |
| 3Y | +55.7% | +20.2% | +35.5% | +32.2% |
| 5Y | +6.7% | -67.2% | +73.9% | +7.4% |
| 10Y | +184.0% | +5.0% | +179.1% | +87.5% |
| All | +184.0% | +4.3% | +179.7% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling