+473.6%
EAT vs SSNC
+56.6%
+417.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.6% |
| 7D | -5.9% | -2.5% | -3.4% | -5.0% |
| 30D | +0.7% | -2.7% | +3.4% | +1.6% |
| 3M | -14.2% | -0.8% | -13.4% | -14.2% |
| 6M | +40.7% | +15.5% | +25.2% | +30.9% |
| YTD | +36.0% | -8.8% | +44.8% | +41.3% |
| 1Y | +83.1% | -5.8% | +88.9% | +86.5% |
| All | +473.6% | +56.6% | +417.0% | +283.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling