-17.6%
TEAM vs SSNC
+49.6%
-67.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.8% | -3.1% | -3.2% |
| 7D | -5.7% | -1.8% | -3.9% | -3.8% |
| 30D | +18.3% | +1.9% | +16.4% | +16.8% |
| 3M | +80.2% | +18.4% | +61.8% | +54.5% |
| 6M | +111.0% | +7.0% | +104.0% | +98.5% |
| YTD | +8.8% | -6.9% | +15.7% | +15.4% |
| 1Y | +2.2% | -8.2% | +10.3% | +9.5% |
| All | -17.6% | +49.6% | -67.2% | -39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling