+352.5%
EAT vs SSNC
+6.7%
+345.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.8% |
| 7D | -5.9% | -2.5% | -3.4% | -4.5% |
| 30D | +0.7% | -2.7% | +3.4% | +1.9% |
| 3M | -14.2% | -0.8% | -13.4% | -14.4% |
| 6M | +40.7% | +15.5% | +25.2% | +26.1% |
| YTD | +36.0% | -8.8% | +44.8% | +41.6% |
| 1Y | +83.1% | -5.8% | +88.9% | +85.9% |
| 3Y | +474.8% | +55.7% | +419.1% | +280.5% |
| All | +352.5% | +6.7% | +345.8% | +309.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling