+122.5%
NTAP vs SSNC
+7.5%
+114.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +3.7% |
| 7D | -2.4% | -0.2% | -2.3% | -2.3% |
| 30D | -23.4% | -1.9% | -21.5% | -23.2% |
| 3M | -7.5% | -0.2% | -7.4% | -8.3% |
| 6M | +56.4% | +19.4% | +37.0% | +41.1% |
| YTD | +73.6% | -8.1% | +81.7% | +78.7% |
| 1Y | +68.4% | -5.3% | +73.7% | +70.4% |
| 3Y | +150.6% | +56.9% | +93.7% | +89.8% |
| 5Y | +122.5% | +8.0% | +114.4% | +107.3% |
| All | +122.5% | +7.5% | +114.9% | +107.3% |
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 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