+16.1%
ENTG vs SSNC
+14.9%
+1.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.5% |
| 7D | +5.1% | -6.7% | +11.9% | +10.5% |
| 30D | -8.5% | -0.8% | -7.7% | -8.5% |
| 3M | +6.7% | +16.1% | -9.4% | -8.8% |
| 6M | +17.7% | +7.9% | +9.8% | +5.9% |
| YTD | +63.5% | -8.7% | +72.2% | +71.9% |
| 1Y | +73.6% | -9.5% | +83.1% | +83.4% |
| 3Y | +44.6% | +47.7% | -3.1% | -9.8% |
| 5Y | +16.1% | +17.6% | -1.5% | -7.6% |
| All | +16.1% | +14.9% | +1.2% | -7.6% |
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