-38.4%
TRI vs SSNC
-3.0%
-35.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.3% | -4.2% |
| 7D | -0.5% | +0.6% | -1.2% | -1.1% |
| 30D | +7.9% | +6.0% | +1.8% | +1.9% |
| 3M | +24.1% | +21.0% | +3.1% | +4.0% |
| 6M | +3.8% | +12.1% | -8.3% | -7.2% |
| YTD | -16.9% | -3.2% | -13.6% | -18.6% |
| 1Y | -38.4% | -4.4% | -34.0% | -39.5% |
| All | -38.4% | -3.0% | -35.4% | -39.5% |
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 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