+790.0%
NOW vs SSNC
+164.2%
+625.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.8% | -1.2% | -2.2% |
| 7D | -6.1% | -1.8% | -4.3% | -4.7% |
| 30D | +7.5% | +1.9% | +5.6% | +6.3% |
| 3M | +17.5% | +18.4% | -0.9% | +4.5% |
| 6M | +7.9% | +7.0% | +1.0% | +3.6% |
| YTD | -12.4% | -6.9% | -5.5% | -7.5% |
| 1Y | -28.6% | -8.2% | -20.4% | -24.2% |
| 3Y | +11.8% | +50.5% | -38.7% | -17.7% |
| 5Y | +2.6% | +17.4% | -14.8% | -9.1% |
| 10Y | +790.0% | +164.9% | +625.1% | +363.6% |
| All | +790.0% | +164.2% | +625.8% | +363.6% |
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