+750.3%
NVT vs SSNC
+74.7%
+675.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +3.6% |
| 7D | +4.1% | -4.0% | +8.1% | +6.5% |
| 30D | -5.1% | +0.5% | -5.7% | -5.8% |
| 3M | -1.2% | +18.9% | -20.1% | -13.3% |
| 6M | +46.6% | +10.8% | +35.7% | +33.2% |
| YTD | +60.0% | -7.1% | +67.1% | +61.4% |
| 1Y | +70.8% | -9.6% | +80.4% | +74.9% |
| 3Y | +187.5% | +51.1% | +136.5% | +105.0% |
| 5Y | +426.1% | +19.7% | +406.5% | +333.0% |
| All | +750.3% | +74.7% | +675.6% | +393.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling