+2,771.1%
NOW vs SSNC
+668.9%
+2,102.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.2% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | +20.5% | +6.0% | +14.5% | +16.0% |
| 3M | +18.3% | +21.0% | -2.6% | +4.3% |
| 6M | +24.1% | +12.1% | +12.0% | +15.7% |
| YTD | -7.8% | -3.2% | -4.6% | -5.4% |
| 1Y | -21.4% | -4.4% | -17.0% | -19.0% |
| 3Y | +19.5% | +51.6% | -32.1% | -10.6% |
| 5Y | +4.1% | +21.1% | -17.0% | -8.6% |
| 10Y | +826.4% | +177.7% | +648.7% | +375.9% |
| All | +2,771.1% | +668.9% | +2,102.2% | +758.2% |
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