-11.1%
TAP vs SSNC
-6.2%
-4.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -7.8% | -4.5% | -3.3% | -6.9% |
| 30D | +7.1% | -3.9% | +11.0% | +8.2% |
| 3M | -7.0% | -1.3% | -5.7% | -6.4% |
| 6M | -3.8% | +14.1% | -17.9% | -5.0% |
| YTD | -11.7% | -9.9% | -1.8% | -16.3% |
| All | -11.1% | -6.2% | -4.9% | -15.6% |
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