+712.5%
NVT vs SSNC
+71.7%
+640.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +2.0% | -6.7% | +8.8% | +6.1% |
| 30D | -7.2% | -0.8% | -6.4% | -7.1% |
| 3M | -0.9% | +16.1% | -17.0% | -11.8% |
| 6M | +42.6% | +7.9% | +34.6% | +31.6% |
| YTD | +52.9% | -8.7% | +61.6% | +55.7% |
| 1Y | +64.5% | -9.5% | +74.0% | +67.9% |
| 3Y | +178.0% | +47.7% | +130.3% | +100.9% |
| 5Y | +402.8% | +17.6% | +385.1% | +317.8% |
| All | +712.5% | +71.7% | +640.8% | +375.9% |
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