+244.0%
EQIX vs SSNC
+173.6%
+70.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.8% |
| 7D | +0.2% | -4.0% | +4.2% | +1.5% |
| 30D | -2.5% | +0.5% | -3.0% | -2.7% |
| 3M | 0.0% | +18.9% | -19.0% | -6.2% |
| 6M | +7.6% | +10.8% | -3.2% | +3.2% |
| YTD | +37.5% | -7.1% | +44.7% | +39.5% |
| 1Y | +32.9% | -9.6% | +42.5% | +35.9% |
| 3Y | +42.8% | +51.1% | -8.3% | +20.6% |
| 5Y | +35.8% | +19.7% | +16.2% | +22.5% |
| All | +244.0% | +173.6% | +70.4% | +141.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling