+137.2%
NWSA vs SSNC
+173.6%
-36.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.6% |
| 7D | -2.8% | -4.0% | +1.2% | -0.9% |
| 30D | +3.0% | +0.5% | +2.5% | +2.7% |
| 3M | +12.3% | +18.9% | -6.6% | +3.1% |
| 6M | +21.9% | +10.8% | +11.0% | +15.3% |
| YTD | +13.6% | -7.1% | +20.7% | +16.5% |
| 1Y | +0.5% | -9.6% | +10.1% | +4.3% |
| 3Y | +43.8% | +51.1% | -7.3% | +15.7% |
| 5Y | +41.2% | +19.7% | +21.5% | +25.3% |
| All | +137.2% | +173.6% | -36.4% | +57.4% |
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