-65.4%
TEAM vs SSNC
+7.5%
-73.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | -2.4% | +2.3% | -4.7% | -4.8% |
| 30D | -26.7% | -3.1% | -23.6% | -24.9% |
| 3M | -9.6% | -2.7% | -6.9% | -7.3% |
| 6M | +86.0% | +23.7% | +62.4% | +48.1% |
| YTD | -7.5% | -8.0% | +0.5% | +0.8% |
| 1Y | -1.4% | -4.7% | +3.3% | +3.3% |
| 3Y | -14.3% | +58.0% | -72.3% | -51.8% |
| All | -65.4% | +7.5% | -73.0% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling