+270.9%
TRGP vs SSNC
+47.5%
+223.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.7% |
| 7D | -0.7% | -3.9% | +3.2% | +0.2% |
| 30D | +9.5% | -0.2% | +9.6% | +9.4% |
| 3M | +10.8% | +15.9% | -5.1% | +6.1% |
| 6M | +25.3% | +7.5% | +17.9% | +23.1% |
| YTD | +60.3% | -8.2% | +68.5% | +67.5% |
| 1Y | +84.6% | -9.3% | +93.9% | +94.0% |
| All | +270.9% | +47.5% | +223.4% | +220.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling