+145.2%
TE vs SSNC
-8.1%
+153.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | +1.1% |
| 7D | +0.2% | -4.0% | +4.3% | -0.7% |
| 30D | -5.9% | +0.5% | -6.4% | -5.8% |
| 3M | -45.6% | +18.9% | -64.5% | -42.6% |
| 6M | -43.4% | +10.8% | -54.2% | -39.7% |
| YTD | -31.0% | -7.1% | -23.8% | -27.2% |
| 1Y | +145.2% | -9.6% | +154.8% | +79.0% |
| All | +145.2% | -8.1% | +153.4% | +79.0% |
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