+45.8%
TNA vs SSNC
-8.1%
+53.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.4% |
| 7D | -7.3% | -4.0% | -3.2% | -5.9% |
| 30D | -14.2% | +0.5% | -14.7% | -14.3% |
| 3M | -4.6% | +18.9% | -23.5% | -10.5% |
| 6M | +36.9% | +10.8% | +26.1% | +34.1% |
| YTD | +42.5% | -7.1% | +49.7% | +60.7% |
| 1Y | +45.8% | -9.6% | +55.4% | +75.7% |
| All | +45.8% | -8.1% | +53.9% | +75.7% |
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