+2,561.5%
TT vs SSNC
+1,082.2%
+1,479.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.3% |
| 7D | 0.0% | +0.6% | -0.6% | -0.3% |
| 30D | -7.2% | +6.0% | -13.2% | -9.5% |
| 3M | -3.0% | +21.0% | -23.9% | -11.2% |
| 6M | +1.4% | +12.1% | -10.7% | -4.7% |
| YTD | +15.9% | -3.2% | +19.1% | +15.1% |
| 1Y | +9.4% | -4.4% | +13.8% | +9.0% |
| 3Y | +124.4% | +51.6% | +72.8% | +80.6% |
| 5Y | +138.0% | +21.1% | +116.9% | +108.9% |
| 10Y | +886.4% | +177.7% | +708.7% | +475.2% |
| All | +2,561.5% | +1,082.2% | +1,479.3% | +615.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling