+1,101.8%
NBIS vs SSNC
+6.5%
+1,095.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.2% |
| 7D | +17.8% | -3.9% | +21.7% | +18.5% |
| 30D | +30.5% | -0.2% | +30.7% | +30.2% |
| 3M | +9.2% | +15.9% | -6.7% | +3.8% |
| 6M | +153.2% | +7.5% | +145.7% | +153.3% |
| YTD | +187.1% | -8.2% | +195.4% | +226.4% |
| 1Y | +151.1% | -9.3% | +160.4% | +188.2% |
| All | +1,101.8% | +6.5% | +1,095.3% | +1,179.1% |
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