+56,568.1%
NVDA vs SSNC
+1,037.0%
+55,531.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.8% | +0.2% |
| 7D | +3.8% | -1.8% | +5.6% | +4.9% |
| 30D | +0.8% | +1.9% | -1.1% | -0.5% |
| 3M | +8.2% | +18.4% | -10.2% | -3.7% |
| 6M | +27.1% | +7.0% | +20.1% | +19.4% |
| YTD | +21.2% | -6.9% | +28.1% | +22.9% |
| 1Y | +34.3% | -8.2% | +42.5% | +36.7% |
| 3Y | +396.3% | +50.5% | +345.7% | +265.9% |
| 5Y | +913.8% | +17.4% | +896.4% | +793.1% |
| 10Y | +14,572.5% | +164.9% | +14,407.6% | +8,282.8% |
| All | +56,568.1% | +1,037.0% | +55,531.1% | +15,472.6% |
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