+172.3%
SSNC vs AMBA
+12.8%
+159.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.0% | -0.6% |
| 7D | -4.5% | 0.0% | -4.4% | -4.6% |
| 30D | -3.9% | -8.6% | +4.7% | -2.9% |
| 3M | -1.3% | -29.0% | +27.6% | +3.1% |
| 6M | +14.1% | -19.2% | +33.4% | +13.2% |
| YTD | -9.9% | -13.0% | +3.1% | -12.8% |
| 1Y | -6.2% | -31.3% | +25.0% | -5.8% |
| 3Y | +56.1% | +28.1% | +27.9% | +31.0% |
| 5Y | +5.4% | -69.4% | +74.8% | +7.7% |
| 10Y | +172.3% | +7.6% | +164.7% | +79.0% |
| All | +172.3% | +12.8% | +159.5% | +79.0% |
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