+167.2%
NTRS vs SSNC
+49.3%
+118.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.2% |
| 7D | +1.4% | -4.0% | +5.4% | +3.5% |
| 30D | -0.7% | +0.5% | -1.2% | -1.1% |
| 3M | +11.3% | +18.9% | -7.6% | +0.2% |
| 6M | +35.5% | +10.8% | +24.7% | +26.9% |
| YTD | +40.6% | -7.1% | +47.7% | +47.4% |
| 1Y | +49.2% | -9.6% | +58.8% | +59.4% |
| 3Y | +167.2% | +51.1% | +116.2% | +88.2% |
| All | +167.2% | +49.3% | +118.0% | +88.2% |
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