+127.9%
TT vs SSNC
+6.8%
+121.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.1% | +2.6% |
| 7D | -2.0% | -3.3% | +1.3% | -0.8% |
| 30D | -14.0% | -1.3% | -12.8% | -14.0% |
| 3M | -15.9% | -2.3% | -13.6% | -15.7% |
| 6M | -17.3% | +12.6% | -30.0% | -22.2% |
| YTD | +4.0% | -10.1% | +14.1% | +7.5% |
| 1Y | -7.1% | -6.6% | -0.5% | -6.0% |
| 3Y | +90.2% | +54.0% | +36.3% | +43.6% |
| All | +127.9% | +6.8% | +121.1% | +113.8% |
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