-1.0%
TAP vs SSNC
+18.8%
-19.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | -3.2% |
| 7D | -2.3% | -1.8% | -0.5% | -1.9% |
| 30D | -9.4% | +1.9% | -11.3% | -9.7% |
| 3M | -0.8% | +18.4% | -19.2% | -4.5% |
| 6M | -14.7% | +7.0% | -21.7% | -16.3% |
| YTD | -13.9% | -6.9% | -7.0% | -13.0% |
| 1Y | -18.6% | -8.2% | -10.5% | -17.5% |
| 3Y | -32.0% | +50.5% | -82.5% | -39.4% |
| 5Y | -1.0% | +17.4% | -18.4% | -9.1% |
| All | -1.0% | +18.8% | -19.7% | -9.1% |
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