+2,058.7%
NXPI vs SSNC
+997.5%
+1,061.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +6.8% | +2.3% | +4.5% | +5.3% |
| 30D | +20.0% | -3.1% | +23.2% | +22.0% |
| 3M | +14.8% | -2.7% | +17.6% | +16.0% |
| 6M | -10.5% | +23.7% | -34.1% | -24.0% |
| YTD | +23.7% | -8.0% | +31.8% | +25.3% |
| 1Y | +34.1% | -4.7% | +38.8% | +32.6% |
| 3Y | +51.2% | +58.0% | -6.8% | +7.6% |
| 5Y | +33.4% | +8.0% | +25.4% | +21.1% |
| 10Y | +209.2% | +183.8% | +25.4% | +57.8% |
| All | +2,058.7% | +997.5% | +1,061.3% | +355.3% |
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 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