+34.3%
TRV vs SSNC
-3.0%
+37.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -1.1% |
| 7D | -0.1% | +0.6% | -0.8% | -0.3% |
| 30D | -3.4% | +6.0% | -9.5% | -4.7% |
| 3M | +26.4% | +21.0% | +5.4% | +20.8% |
| 6M | +19.3% | +12.1% | +7.2% | +15.2% |
| YTD | +28.3% | -3.2% | +31.6% | +29.6% |
| 1Y | +34.3% | -4.4% | +38.6% | +40.3% |
| All | +34.3% | -3.0% | +37.3% | +40.3% |
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 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