+178.1%
EOG vs SSNC
+14.9%
+163.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +1.0% | -6.7% | +7.8% | +2.9% |
| 30D | +2.8% | -0.8% | +3.6% | +2.9% |
| 3M | +5.9% | +16.1% | -10.2% | +1.1% |
| 6M | +17.1% | +7.9% | +9.1% | +13.9% |
| YTD | +43.9% | -8.7% | +52.6% | +47.5% |
| 1Y | +26.9% | -9.5% | +36.4% | +30.2% |
| 3Y | +23.6% | +47.7% | -24.1% | +3.6% |
| 5Y | +178.1% | +17.6% | +160.5% | +128.7% |
| All | +178.1% | +14.9% | +163.2% | +128.7% |
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