-16.7%
TRI vs SSNC
-3.9%
-12.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +8.2% |
| 7D | +1.0% | -1.1% | +2.1% | +2.2% |
| 30D | +20.8% | +0.6% | +20.1% | +18.4% |
| 3M | +8.1% | -1.5% | +9.6% | +9.5% |
| 6M | +24.2% | +15.8% | +8.3% | +6.3% |
| YTD | -7.8% | -8.0% | +0.2% | -0.9% |
| 1Y | -16.7% | -5.8% | -10.8% | -11.6% |
| All | -16.7% | -3.9% | -12.7% | -11.6% |
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