-8.5%
TOST vs SSNC
-5.6%
-2.9%
-41.8%
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% | -1.6% |
| 7D | +3.0% | -2.5% | +5.5% | +4.9% |
| 30D | +10.3% | -2.7% | +13.0% | +12.0% |
| 3M | -3.3% | -0.8% | -2.4% | -3.3% |
| 6M | +37.8% | +15.5% | +22.3% | +21.9% |
| YTD | -2.8% | -8.8% | +6.0% | +10.3% |
| All | -8.5% | -5.6% | -2.9% | +0.7% |
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