+18.3%
NOW vs SSNC
+52.6%
-34.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.8% |
| 30D | +20.5% | +6.0% | +14.5% | +15.5% |
| 3M | +18.3% | +21.0% | -2.6% | +3.0% |
| 6M | +24.1% | +12.1% | +12.0% | +13.6% |
| YTD | -7.8% | -3.2% | -4.6% | -7.6% |
| 1Y | -21.4% | -4.4% | -17.0% | -20.8% |
| All | +18.3% | +52.6% | -34.3% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling