+148.6%
TE vs SSNC
-3.0%
+151.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.1% |
| 7D | -4.0% | +0.6% | -4.6% | -3.9% |
| 30D | -15.9% | +6.0% | -21.9% | -14.8% |
| 3M | -60.5% | +21.0% | -81.5% | -57.7% |
| 6M | -35.2% | +12.1% | -47.3% | -30.1% |
| YTD | -31.1% | -3.2% | -27.9% | -26.8% |
| 1Y | +148.6% | -4.4% | +153.0% | +121.9% |
| All | +148.6% | -3.0% | +151.6% | +121.9% |
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