+140.2%
NI vs SSNC
+173.6%
-33.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | 0.0% | -4.0% | +4.1% | +1.1% |
| 30D | -1.4% | +0.5% | -1.9% | -1.6% |
| 3M | -10.6% | +18.9% | -29.5% | -15.1% |
| 6M | -9.3% | +10.8% | -20.2% | -12.5% |
| YTD | +1.1% | -7.1% | +8.3% | +2.3% |
| 1Y | +3.4% | -9.6% | +13.0% | +5.3% |
| 3Y | +67.9% | +51.1% | +16.8% | +45.6% |
| 5Y | +98.0% | +19.7% | +78.3% | +80.2% |
| All | +140.2% | +173.6% | -33.4% | +74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling