+9.2%
EQX vs SSNC
-3.9%
+13.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.6% | +14.4% | +12.8% |
| 7D | +7.6% | -1.1% | +8.8% | +7.6% |
| 30D | +0.4% | +0.6% | -0.2% | +0.5% |
| 3M | +18.0% | -1.5% | +19.5% | +18.2% |
| 6M | -18.4% | +15.8% | -34.2% | -18.3% |
| YTD | -19.3% | -8.0% | -11.4% | -15.2% |
| 1Y | +9.2% | -5.8% | +15.1% | +14.6% |
| All | +9.2% | -3.9% | +13.2% | +14.6% |
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 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