+0.2%
ENTG vs SSNC
+7.5%
-7.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -3.9% | -3.9% |
| 7D | +15.2% | +2.3% | +12.9% | +13.4% |
| 30D | -3.6% | -3.1% | -0.5% | -2.8% |
| 3M | -10.0% | -2.7% | -7.2% | -10.1% |
| 6M | +1.8% | +23.7% | -21.9% | -20.2% |
| YTD | +75.5% | -8.0% | +83.5% | +80.5% |
| 1Y | +82.4% | -4.7% | +87.1% | +80.6% |
| 3Y | +58.5% | +58.0% | +0.5% | -10.2% |
| All | +0.2% | +7.5% | -7.3% | -13.7% |
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