+13.0%
TRMB vs SSNC
+47.5%
-34.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -1.0% | -1.3% |
| 7D | -2.9% | -3.9% | +1.0% | -0.1% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +8.4% | +15.9% | -7.5% | -2.6% |
| 6M | -18.5% | +7.5% | -26.0% | -22.8% |
| YTD | -26.7% | -8.2% | -18.5% | -22.1% |
| 1Y | -28.3% | -9.3% | -19.0% | -23.0% |
| All | +13.0% | +47.5% | -34.5% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling