+3.2%
TAP vs SSNC
+6.8%
-3.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.3% |
| 7D | +0.5% | -3.3% | +3.9% | +1.4% |
| 30D | +9.1% | -1.3% | +10.4% | +9.5% |
| 3M | -3.8% | -2.3% | -1.5% | -3.2% |
| 6M | -3.4% | +12.6% | -16.1% | -6.0% |
| YTD | -10.6% | -10.1% | -0.5% | -8.9% |
| 1Y | -4.4% | -6.6% | +2.2% | -3.5% |
| 3Y | -24.4% | +54.0% | -78.3% | -32.9% |
| All | +3.2% | +6.8% | -3.6% | -1.7% |
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