+1,022.8%
NBIS vs SSNC
+7.7%
+1,015.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.9% |
| 7D | -0.8% | -4.0% | +3.2% | -0.1% |
| 30D | -13.4% | +0.5% | -13.9% | -13.7% |
| 3M | +1.0% | +18.9% | -17.9% | -5.0% |
| 6M | +100.5% | +10.8% | +89.7% | +97.4% |
| YTD | +168.3% | -7.1% | +175.4% | +204.3% |
| 1Y | +151.8% | -9.6% | +161.4% | +193.6% |
| All | +1,022.8% | +7.7% | +1,015.0% | +1,092.4% |
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