-10.8%
NVTS vs SSNC
-3.9%
-6.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.6% | +10.6% | +8.5% |
| 7D | -0.3% | -1.1% | +0.8% | -0.6% |
| 30D | -24.4% | +0.6% | -25.0% | -24.0% |
| 3M | -26.5% | -1.5% | -25.0% | -26.4% |
| 6M | -41.4% | +15.8% | -57.2% | -37.5% |
| YTD | +30.7% | -8.0% | +38.6% | +66.3% |
| 1Y | -10.8% | -5.8% | -5.0% | +7.0% |
| All | -10.8% | -3.9% | -6.9% | +7.0% |
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