+1.6%
EQH vs SSNC
-8.1%
+9.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.6% |
| 7D | +0.7% | -4.0% | +4.8% | +2.6% |
| 30D | +2.8% | +0.5% | +2.3% | +2.6% |
| 3M | +23.1% | +18.9% | +4.2% | +12.7% |
| 6M | +41.4% | +10.8% | +30.6% | +34.6% |
| YTD | +14.3% | -7.1% | +21.4% | +19.2% |
| 1Y | +1.6% | -9.6% | +11.2% | +7.0% |
| All | +1.6% | -8.1% | +9.7% | +7.0% |
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