+66.3%
TPG vs SSNC
-0.1%
+66.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.6% |
| 7D | -11.8% | -6.7% | -5.1% | -6.8% |
| 30D | -6.3% | -0.8% | -5.4% | -5.5% |
| 3M | +13.6% | +16.1% | -2.5% | +0.3% |
| 6M | +13.8% | +7.9% | +5.9% | +6.3% |
| YTD | -23.7% | -8.7% | -15.0% | -18.1% |
| 1Y | -18.2% | -9.5% | -8.7% | -11.7% |
| 3Y | +80.1% | +47.7% | +32.5% | +29.0% |
| All | +66.3% | -0.1% | +66.4% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling