+220.5%
EQH vs SSNC
+77.0%
+143.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -1.8% | -6.7% | +5.0% | +3.5% |
| 30D | +2.4% | -0.8% | +3.2% | +3.0% |
| 3M | +26.3% | +16.1% | +10.2% | +11.1% |
| 6M | +35.8% | +7.9% | +27.9% | +26.0% |
| YTD | +12.7% | -8.7% | +21.4% | +18.6% |
| 1Y | +2.5% | -9.5% | +11.9% | +8.4% |
| 3Y | +98.6% | +47.7% | +51.0% | +43.1% |
| 5Y | +101.7% | +17.6% | +84.1% | +71.7% |
| All | +220.5% | +77.0% | +143.4% | +101.3% |
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 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