+145.0%
TT vs SSNC
+18.8%
+126.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +1.0% |
| 7D | +1.6% | -1.8% | +3.4% | +2.2% |
| 30D | -7.3% | +1.9% | -9.2% | -8.1% |
| 3M | -2.6% | +18.4% | -21.0% | -9.4% |
| 6M | +5.9% | +7.0% | -1.1% | +2.5% |
| YTD | +15.4% | -6.9% | +22.3% | +18.4% |
| 1Y | +8.2% | -8.2% | +16.4% | +11.6% |
| 3Y | +122.7% | +50.5% | +72.1% | +72.9% |
| 5Y | +145.0% | +17.4% | +127.6% | +117.9% |
| All | +145.0% | +18.8% | +126.2% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling