-29.1%
TRMB vs SSNC
-9.9%
-19.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.7% |
| 7D | -5.4% | -6.7% | +1.3% | -1.4% |
| 30D | -2.0% | -0.8% | -1.2% | -1.4% |
| 3M | +12.3% | +16.1% | -3.7% | +3.2% |
| 6M | -17.6% | +7.9% | -25.6% | -21.4% |
| YTD | -27.5% | -8.7% | -18.7% | -24.3% |
| 1Y | -29.1% | -9.5% | -19.6% | -23.8% |
| All | -29.1% | -9.9% | -19.2% | -23.8% |
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