+911.9%
NVDA vs SSNC
+15.9%
+896.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | +0.1% |
| 7D | -0.3% | -3.9% | +3.6% | +2.4% |
| 30D | +2.8% | -0.2% | +3.0% | +2.8% |
| 3M | +7.4% | +15.9% | -8.5% | -5.3% |
| 6M | +22.6% | +7.5% | +15.2% | +13.9% |
| YTD | +20.1% | -8.2% | +28.3% | +26.0% |
| 1Y | +31.2% | -9.3% | +40.5% | +38.2% |
| 3Y | +391.7% | +48.5% | +343.3% | +201.1% |
| 5Y | +911.9% | +16.0% | +895.9% | +842.2% |
| All | +911.9% | +15.9% | +896.0% | +842.2% |
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 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