+187.5%
NVT vs SSNC
+49.3%
+138.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.2% |
| 7D | +4.1% | -4.0% | +8.1% | +5.2% |
| 30D | -5.1% | +0.5% | -5.7% | -5.5% |
| 3M | -1.2% | +18.9% | -20.1% | -7.4% |
| 6M | +46.6% | +10.8% | +35.7% | +41.6% |
| YTD | +60.0% | -7.1% | +67.1% | +70.3% |
| 1Y | +70.8% | -9.6% | +80.4% | +85.3% |
| 3Y | +187.5% | +51.1% | +136.5% | +125.5% |
| All | +187.5% | +49.3% | +138.3% | +125.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling