+65.1%
TNA vs SSNC
-3.0%
+68.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.2% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | -4.9% | +6.0% | -11.0% | -7.0% |
| 3M | +0.4% | +21.0% | -20.6% | -6.3% |
| 6M | +32.5% | +12.1% | +20.4% | +30.3% |
| YTD | +53.7% | -3.2% | +57.0% | +71.3% |
| 1Y | +65.1% | -4.4% | +69.5% | +97.0% |
| All | +65.1% | -3.0% | +68.1% | +97.0% |
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