-25.8%
TE vs SSNC
-3.9%
-21.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.9% |
| 7D | +3.8% | -1.1% | +4.9% | +3.5% |
| 30D | -26.2% | +0.6% | -26.8% | -25.9% |
| 3M | -49.7% | -1.5% | -48.2% | -49.6% |
| 6M | -46.5% | +15.8% | -62.3% | -44.8% |
| YTD | -59.1% | -8.0% | -51.2% | -53.0% |
| 1Y | -25.8% | -5.8% | -20.0% | -18.8% |
| All | -25.8% | -3.9% | -21.9% | -18.8% |
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