+782.9%
ENTG vs SSNC
+173.6%
+609.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +1.0% |
| 7D | +1.2% | -4.0% | +5.2% | +3.8% |
| 30D | -12.9% | +0.5% | -13.4% | -13.5% |
| 3M | -3.1% | +18.9% | -22.0% | -16.5% |
| 6M | +21.0% | +10.8% | +10.2% | +8.2% |
| YTD | +67.0% | -7.1% | +74.1% | +68.4% |
| 1Y | +68.6% | -9.6% | +78.2% | +73.1% |
| 3Y | +48.6% | +51.1% | -2.4% | +6.5% |
| 5Y | +18.6% | +19.7% | -1.0% | +0.7% |
| All | +782.9% | +173.6% | +609.4% | +369.1% |
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 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