+396.0%
NVDA vs SSNC
+47.5%
+348.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | -0.3% | -3.9% | +3.6% | +0.9% |
| 30D | +2.8% | -0.2% | +3.0% | +2.8% |
| 3M | +7.4% | +15.9% | -8.5% | +2.0% |
| 6M | +22.6% | +7.5% | +15.2% | +19.8% |
| YTD | +20.1% | -8.2% | +28.3% | +25.9% |
| 1Y | +31.2% | -9.3% | +40.5% | +38.3% |
| All | +396.0% | +47.5% | +348.5% | +343.0% |
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