+514.0%
NOW vs SSNC
+184.6%
+329.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +0.3% | +2.3% | -2.0% | -1.4% |
| 30D | -27.0% | -3.1% | -23.8% | -25.6% |
| 3M | -19.6% | -2.7% | -16.9% | -18.1% |
| 6M | +17.5% | +23.7% | -6.2% | +1.2% |
| YTD | -33.3% | -8.0% | -25.2% | -29.2% |
| 1Y | -39.8% | -4.7% | -35.1% | -37.8% |
| 3Y | -19.9% | +58.0% | -77.9% | -43.4% |
| 5Y | -26.1% | +8.0% | -34.0% | -31.1% |
| All | +514.0% | +184.6% | +329.3% | +203.6% |
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