+1,972.6%
NOW vs SSNC
+614.3%
+1,358.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.1% |
| 7D | -3.0% | -3.3% | +0.3% | -0.7% |
| 30D | -26.0% | -1.3% | -24.8% | -25.7% |
| 3M | -13.1% | -2.3% | -10.8% | -11.8% |
| 6M | +14.5% | +12.6% | +1.9% | +6.2% |
| YTD | -33.4% | -10.1% | -23.3% | -28.4% |
| 1Y | -40.6% | -6.6% | -34.1% | -37.7% |
| 3Y | -16.3% | +54.0% | -70.3% | -38.1% |
| 5Y | -26.3% | +7.0% | -33.3% | -30.0% |
| 10Y | +512.7% | +176.7% | +336.0% | +218.0% |
| All | +1,972.6% | +614.3% | +1,358.3% | +549.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling