+494.4%
TEAM vs SSNC
+173.6%
+320.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.2% |
| 7D | -5.2% | -4.0% | -1.2% | -2.2% |
| 30D | +15.8% | +0.5% | +15.2% | +15.7% |
| 3M | +101.5% | +18.9% | +82.5% | +79.2% |
| 6M | +138.2% | +10.8% | +127.3% | +123.4% |
| YTD | +10.8% | -7.1% | +18.0% | +17.8% |
| 1Y | +1.7% | -9.6% | +11.3% | +10.0% |
| 3Y | -16.0% | +51.1% | -67.1% | -35.8% |
| 5Y | -52.7% | +19.7% | -72.4% | -57.1% |
| All | +494.4% | +173.6% | +320.9% | +249.2% |
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