+19.3%
TPR vs SSNC
-3.9%
+23.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.2% | +4.0% |
| 7D | +12.6% | -1.1% | +13.8% | +13.0% |
| 30D | +7.1% | +0.6% | +6.5% | +6.9% |
| 3M | -19.4% | -1.5% | -17.9% | -19.2% |
| 6M | -9.7% | +15.8% | -25.5% | -14.5% |
| YTD | -1.0% | -8.0% | +6.9% | +5.6% |
| 1Y | +19.3% | -5.8% | +25.1% | +23.2% |
| All | +19.3% | -3.9% | +23.2% | +23.2% |
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