+241.8%
TROW vs SSNC
+1,021.3%
-779.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.2% | -0.8% |
| 7D | -1.5% | -3.9% | +2.4% | +0.4% |
| 30D | -5.3% | -0.2% | -5.1% | -5.3% |
| 3M | +2.9% | +15.9% | -13.0% | -5.3% |
| 6M | +22.2% | +7.5% | +14.7% | +16.4% |
| YTD | +8.1% | -8.2% | +16.3% | +11.2% |
| 1Y | +5.8% | -9.3% | +15.2% | +9.4% |
| 3Y | +14.0% | +48.5% | -34.4% | -8.6% |
| 5Y | -38.3% | +16.0% | -54.3% | -44.1% |
| 10Y | +131.7% | +169.2% | -37.5% | +39.4% |
| All | +241.8% | +1,021.3% | -779.5% | -1.3% |
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