+2,967.6%
ENTG vs SSNC
+1,023.6%
+1,944.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -3.9% | -3.9% |
| 7D | +15.2% | +2.3% | +12.9% | +13.7% |
| 30D | -3.6% | -3.1% | -0.5% | -2.7% |
| 3M | -10.0% | -2.7% | -7.2% | -9.8% |
| 6M | +1.8% | +23.7% | -21.9% | -14.8% |
| YTD | +75.5% | -8.0% | +83.5% | +75.1% |
| 1Y | +82.4% | -4.7% | +87.1% | +78.0% |
| 3Y | +58.5% | +58.0% | +0.5% | +13.9% |
| 5Y | +0.4% | +8.0% | -7.6% | -8.1% |
| 10Y | +759.6% | +183.8% | +575.8% | +351.5% |
| All | +2,967.6% | +1,023.6% | +1,944.0% | +553.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling