-38.0%
NIO vs SSNC
-3.0%
-35.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.6% |
| 7D | -13.0% | +0.6% | -13.7% | -13.0% |
| 30D | -18.3% | +6.0% | -24.3% | -18.0% |
| 3M | -33.2% | +21.0% | -54.2% | -32.3% |
| 6M | -21.5% | +12.1% | -33.6% | -20.3% |
| YTD | -25.5% | -3.2% | -22.3% | -24.0% |
| 1Y | -38.0% | -4.4% | -33.6% | -34.9% |
| All | -38.0% | -3.0% | -35.0% | -34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling