+18.3%
NSC vs SSNC
-5.7%
+24.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +1.6% | +1.4% | +0.3% | +1.5% |
| 30D | +4.2% | -2.6% | +6.8% | +4.6% |
| 3M | -0.2% | -0.6% | +0.4% | +0.1% |
| 6M | +7.6% | +19.9% | -12.3% | +7.2% |
| YTD | +17.4% | -8.2% | +25.6% | +18.7% |
| 1Y | +18.3% | -5.5% | +23.8% | +18.4% |
| All | +18.3% | -5.7% | +24.0% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling