-23.9%
NVDX vs SSNC
-3.9%
-19.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.6% | -4.6% | -6.2% |
| 7D | -14.1% | -1.1% | -12.9% | -14.1% |
| 30D | -31.3% | +0.6% | -32.0% | -31.4% |
| 3M | -16.2% | -1.5% | -14.7% | -16.1% |
| 6M | -11.9% | +15.8% | -27.7% | -11.3% |
| YTD | -9.4% | -8.0% | -1.5% | +1.0% |
| 1Y | -23.9% | -5.8% | -18.0% | -17.7% |
| All | -23.9% | -3.9% | -19.9% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling