+417.9%
GE vs SSNC
+15.9%
+402.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.5% | -2.2% |
| 7D | -1.2% | -3.9% | +2.7% | +0.5% |
| 30D | -11.3% | -0.2% | -11.1% | -11.4% |
| 3M | -1.4% | +15.9% | -17.3% | -9.0% |
| 6M | +1.2% | +7.5% | -6.2% | -3.1% |
| YTD | +5.9% | -8.2% | +14.1% | +9.4% |
| 1Y | +18.4% | -9.3% | +27.7% | +22.7% |
| 3Y | +271.0% | +48.5% | +222.5% | +184.7% |
| 5Y | +417.9% | +16.0% | +401.9% | +368.2% |
| All | +417.9% | +15.9% | +402.0% | +368.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling