+850.1%
TRGP vs SSNC
+173.6%
+676.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.7% |
| 7D | +0.1% | -4.0% | +4.1% | +2.6% |
| 30D | +8.0% | +0.5% | +7.5% | +7.3% |
| 3M | +8.3% | +18.9% | -10.7% | -5.0% |
| 6M | +23.9% | +10.8% | +13.1% | +12.8% |
| YTD | +59.6% | -7.1% | +66.8% | +61.9% |
| 1Y | +79.4% | -9.6% | +89.0% | +84.8% |
| 3Y | +269.4% | +51.1% | +218.4% | +156.5% |
| 5Y | +641.6% | +19.7% | +622.0% | +494.3% |
| All | +850.1% | +173.6% | +676.6% | +429.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling