+294.4%
TD vs SSNC
+184.6%
+109.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +1.1% | +2.3% | -1.2% | +0.3% |
| 30D | +5.2% | -3.1% | +8.3% | +6.2% |
| 3M | +1.2% | -2.7% | +4.0% | +1.9% |
| 6M | +17.7% | +23.7% | -5.9% | +7.4% |
| YTD | +34.2% | -8.0% | +42.3% | +36.5% |
| 1Y | +55.4% | -4.7% | +60.1% | +55.7% |
| 3Y | +130.4% | +58.0% | +72.4% | +84.6% |
| 5Y | +101.8% | +8.0% | +93.8% | +85.5% |
| All | +294.4% | +184.6% | +109.8% | +169.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling