+645.9%
TRGP vs SSNC
+14.9%
+631.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.6% | -6.7% | +6.2% | +2.2% |
| 30D | +10.0% | -0.8% | +10.8% | +10.1% |
| 3M | +7.6% | +16.1% | -8.4% | +0.3% |
| 6M | +26.8% | +7.9% | +18.8% | +21.5% |
| YTD | +60.6% | -8.7% | +69.3% | +66.2% |
| 1Y | +82.5% | -9.5% | +92.0% | +89.4% |
| 3Y | +265.0% | +47.7% | +217.4% | +186.1% |
| 5Y | +645.9% | +17.6% | +628.2% | +520.5% |
| All | +645.9% | +14.9% | +631.0% | +520.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling