+91.3%
NVTS vs SSNC
-8.1%
+99.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +4.8% |
| 7D | -1.4% | -4.0% | +2.6% | -2.6% |
| 30D | -16.5% | +0.5% | -17.0% | -16.3% |
| 3M | -47.6% | +18.9% | -66.6% | -44.6% |
| 6M | +7.3% | +10.8% | -3.5% | +16.8% |
| YTD | +62.9% | -7.1% | +70.0% | +89.1% |
| 1Y | +91.3% | -9.6% | +100.9% | +111.3% |
| All | +91.3% | -8.1% | +99.4% | +111.3% |
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