+1,711.9%
NTRA vs SSNC
+181.4%
+1,530.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -0.9% |
| 7D | -0.5% | -6.7% | +6.3% | +4.3% |
| 30D | +4.3% | -0.8% | +5.1% | +4.7% |
| 3M | +50.6% | +16.1% | +34.6% | +33.5% |
| 6M | +63.9% | +7.9% | +56.0% | +53.1% |
| YTD | +42.4% | -8.7% | +51.1% | +48.0% |
| 1Y | +92.1% | -9.5% | +101.6% | +99.7% |
| 3Y | +501.7% | +47.7% | +454.1% | +333.5% |
| 5Y | +171.4% | +17.6% | +153.8% | +128.4% |
| 10Y | +3,161.4% | +167.7% | +2,993.7% | +1,668.3% |
| All | +1,711.9% | +181.4% | +1,530.5% | +740.8% |
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