+2,174.7%
TRGP vs SSNC
+867.0%
+1,307.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.5% |
| 7D | +0.8% | +0.6% | +0.1% | +0.4% |
| 30D | +11.5% | +6.0% | +5.5% | +7.8% |
| 3M | +9.0% | +21.0% | -12.0% | -3.4% |
| 6M | +20.5% | +12.1% | +8.4% | +10.6% |
| YTD | +59.5% | -3.2% | +62.8% | +57.8% |
| 1Y | +77.9% | -4.4% | +82.3% | +76.6% |
| 3Y | +253.6% | +51.6% | +202.0% | +162.6% |
| 5Y | +615.5% | +21.1% | +594.4% | +496.6% |
| 10Y | +897.1% | +177.7% | +719.4% | +464.7% |
| All | +2,174.7% | +867.0% | +1,307.6% | +635.7% |
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