-26.4%
NOW vs SSNC
+6.8%
-33.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.3% |
| 7D | -3.0% | -3.3% | +0.3% | -0.1% |
| 30D | -26.0% | -1.3% | -24.8% | -25.7% |
| 3M | -13.1% | -2.3% | -10.8% | -11.6% |
| 6M | +14.5% | +12.6% | +1.9% | +3.3% |
| YTD | -33.4% | -10.1% | -23.3% | -27.6% |
| 1Y | -40.6% | -6.6% | -34.1% | -37.6% |
| 3Y | -16.3% | +54.0% | -70.3% | -47.3% |
| All | -26.4% | +6.8% | -33.2% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling