+210.0%
NXPI vs SSNC
+169.0%
+41.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | +0.7% | -6.7% | +7.4% | +5.2% |
| 30D | -4.2% | -0.8% | -3.4% | -3.9% |
| 3M | -20.4% | +16.1% | -36.5% | -29.5% |
| 6M | +12.5% | +7.9% | +4.6% | +3.7% |
| YTD | +5.2% | -8.7% | +13.9% | +8.2% |
| 1Y | +5.1% | -9.5% | +14.6% | +8.4% |
| 3Y | +17.7% | +47.7% | -30.0% | -14.6% |
| 5Y | +16.8% | +17.6% | -0.8% | -0.7% |
| All | +210.0% | +169.0% | +41.1% | +103.4% |
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