+2,490.2%
NVDL vs SSNC
+55.4%
+2,434.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.3% |
| 7D | -10.3% | -4.0% | -6.3% | -7.8% |
| 30D | -7.1% | +0.5% | -7.6% | -7.5% |
| 3M | +6.6% | +18.9% | -12.3% | -7.3% |
| 6M | +21.1% | +10.8% | +10.2% | +10.8% |
| YTD | +15.2% | -7.1% | +22.4% | +22.4% |
| 1Y | +18.8% | -9.6% | +28.4% | +29.1% |
| 3Y | +649.9% | +51.1% | +598.8% | +434.0% |
| All | +2,490.2% | +55.4% | +2,434.7% | +1,599.5% |
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