+1,361.3%
EQIX vs SSNC
+1,037.0%
+324.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +1.8% |
| 7D | +1.3% | -1.8% | +3.1% | +1.9% |
| 30D | +0.3% | +1.9% | -1.6% | -0.4% |
| 3M | -1.6% | +18.4% | -19.9% | -7.7% |
| 6M | +12.2% | +7.0% | +5.2% | +8.6% |
| YTD | +38.0% | -6.9% | +44.9% | +39.7% |
| 1Y | +38.9% | -8.2% | +47.1% | +41.1% |
| 3Y | +43.8% | +50.5% | -6.7% | +21.2% |
| 5Y | +30.4% | +17.4% | +13.0% | +18.7% |
| 10Y | +238.6% | +164.9% | +73.7% | +117.5% |
| All | +1,361.3% | +1,037.0% | +324.4% | +378.0% |
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 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