+37.9%
NTR vs SSNC
+49.3%
-11.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.6% |
| 7D | -1.3% | -4.0% | +2.8% | -0.8% |
| 30D | +16.8% | +0.5% | +16.3% | +16.6% |
| 3M | +20.7% | +18.9% | +1.8% | +17.9% |
| 6M | +0.5% | +10.8% | -10.3% | -0.8% |
| YTD | +29.2% | -7.1% | +36.3% | +32.7% |
| 1Y | +39.6% | -9.6% | +49.2% | +44.6% |
| 3Y | +37.9% | +51.1% | -13.2% | +8.6% |
| All | +37.9% | +49.3% | -11.4% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling