+38.5%
TNA vs SSNC
-3.9%
+42.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.9% |
| 7D | +2.4% | -1.1% | +3.6% | +2.7% |
| 30D | -0.9% | +0.6% | -1.5% | -1.3% |
| 3M | -19.2% | -1.5% | -17.7% | -19.0% |
| 6M | -0.8% | +15.8% | -16.7% | -5.0% |
| YTD | +33.2% | -8.0% | +41.2% | +53.8% |
| 1Y | +38.5% | -5.8% | +44.3% | +51.0% |
| All | +38.5% | -3.9% | +42.5% | +51.0% |
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