-29.3%
ETHA vs SSNC
+20.8%
-50.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -2.4% | -6.7% | +4.3% | +1.7% |
| 30D | +30.9% | -0.8% | +31.7% | +31.5% |
| 3M | +51.1% | +16.1% | +35.1% | +36.5% |
| 6M | +20.5% | +7.9% | +12.6% | +14.3% |
| YTD | -17.3% | -8.7% | -8.5% | -10.4% |
| 1Y | -43.2% | -9.5% | -33.7% | -38.3% |
| All | -29.3% | +20.8% | -50.0% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling