+30.9%
ET vs SSNC
-3.0%
+33.9%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.2% |
| 7D | +0.9% | +0.6% | +0.3% | +0.9% |
| 30D | +7.5% | +6.0% | +1.4% | +7.7% |
| 3M | +11.4% | +21.0% | -9.6% | +12.1% |
| 6M | +18.5% | +12.1% | +6.4% | +19.0% |
| YTD | +37.4% | -3.2% | +40.6% | +36.1% |
| 1Y | +30.9% | -4.4% | +35.3% | +28.8% |
| All | +30.9% | -3.0% | +33.9% | +28.8% |
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