+430.9%
TTD vs SSNC
+176.2%
+254.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.9% |
| 7D | +20.8% | -0.2% | +20.9% | +21.1% |
| 30D | +33.8% | -1.9% | +35.7% | +35.9% |
| 3M | +17.8% | -0.2% | +18.0% | +17.9% |
| 6M | -25.7% | +19.4% | -45.1% | -37.5% |
| YTD | -57.9% | -8.1% | -49.8% | -54.9% |
| 1Y | -63.8% | -5.3% | -58.6% | -62.4% |
| 3Y | -75.0% | +56.9% | -132.0% | -84.7% |
| 5Y | -82.5% | +8.0% | -90.6% | -84.0% |
| 10Y | +527.9% | +183.6% | +344.3% | +136.2% |
| All | +430.9% | +176.2% | +254.7% | +116.1% |
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