+152.0%
GE vs SSNC
+184.6%
-32.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +2.7% | +2.3% | +0.3% | +1.5% |
| 30D | +8.1% | -3.1% | +11.2% | +9.4% |
| 3M | -7.9% | -2.7% | -5.1% | -7.1% |
| 6M | +12.9% | +23.7% | -10.8% | 0.0% |
| YTD | +8.2% | -8.0% | +16.2% | +10.3% |
| 1Y | +9.7% | -4.7% | +14.4% | +9.6% |
| 3Y | +266.1% | +58.0% | +208.1% | +176.2% |
| 5Y | +407.4% | +8.0% | +399.4% | +362.6% |
| All | +152.0% | +184.6% | -32.7% | +67.6% |
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