+15.7%
GEHC vs SSNC
-3.9%
+19.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +6.9% |
| 7D | +13.2% | -1.1% | +14.3% | +13.6% |
| 30D | +30.6% | +0.6% | +30.0% | +29.8% |
| 3M | +22.2% | -1.5% | +23.7% | +22.3% |
| 6M | +40.8% | +15.8% | +25.0% | +33.4% |
| YTD | +4.8% | -8.0% | +12.8% | +12.6% |
| 1Y | +15.7% | -5.8% | +21.6% | +21.2% |
| All | +15.7% | -3.9% | +19.7% | +21.2% |
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 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