+122.8%
NTAP vs SSNC
+14.9%
+107.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -1.0% | -6.7% | +5.8% | +2.3% |
| 30D | -7.5% | -0.8% | -6.7% | -7.3% |
| 3M | +14.6% | +16.1% | -1.4% | +5.8% |
| 6M | +91.0% | +7.9% | +83.1% | +82.2% |
| YTD | +73.7% | -8.7% | +82.4% | +80.5% |
| 1Y | +51.2% | -9.5% | +60.7% | +57.5% |
| 3Y | +146.1% | +47.7% | +98.5% | +94.3% |
| 5Y | +122.8% | +17.6% | +105.2% | +93.3% |
| All | +122.8% | +14.9% | +107.9% | +93.3% |
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