+40,828.2%
NVDA vs SSNC
+1,023.6%
+39,804.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -12.7% | +2.3% | -15.0% | -13.9% |
| 30D | -26.4% | -3.1% | -23.3% | -25.4% |
| 3M | -27.6% | -2.7% | -24.9% | -27.1% |
| 6M | -27.7% | +23.7% | -51.4% | -37.9% |
| YTD | -12.5% | -8.0% | -4.4% | -11.2% |
| 1Y | -12.6% | -4.7% | -7.9% | -13.4% |
| 3Y | +235.9% | +58.0% | +178.0% | +138.6% |
| 5Y | +438.2% | +8.0% | +430.3% | +393.5% |
| 10Y | +7,445.8% | +183.8% | +7,262.0% | +4,053.8% |
| All | +40,828.2% | +1,023.6% | +39,804.6% | +11,145.2% |
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 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