-84.8%
EOSE vs SSNC
-3.9%
-80.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.6% | +14.3% | +11.8% |
| 7D | +9.7% | -1.1% | +10.9% | +9.3% |
| 30D | -34.6% | +0.6% | -35.2% | -33.9% |
| 3M | -50.8% | -1.5% | -49.3% | -50.9% |
| 6M | -66.5% | +15.8% | -82.3% | -62.6% |
| YTD | -81.3% | -8.0% | -73.4% | -78.4% |
| 1Y | -84.8% | -5.8% | -79.0% | -83.3% |
| All | -84.8% | -3.9% | -80.9% | -83.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling