+2,094.7%
NXPI vs SSNC
+996.7%
+1,098.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.3% | +2.6% |
| 7D | +1.7% | -0.2% | +1.9% | +1.9% |
| 30D | +19.7% | -1.9% | +21.6% | +20.7% |
| 3M | +14.5% | -0.2% | +14.7% | +13.8% |
| 6M | -11.2% | +19.4% | -30.6% | -23.0% |
| YTD | +25.8% | -8.1% | +33.9% | +27.5% |
| 1Y | +35.2% | -5.3% | +40.5% | +34.3% |
| 3Y | +52.3% | +56.9% | -4.7% | +8.8% |
| 5Y | +34.8% | +8.0% | +26.8% | +22.4% |
| 10Y | +214.4% | +183.6% | +30.8% | +60.5% |
| All | +2,094.7% | +996.7% | +1,098.1% | +363.1% |
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