+0.8%
GEHC vs SSNC
+49.6%
-48.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -1.0% |
| 7D | -5.2% | -1.8% | -3.4% | -4.3% |
| 30D | -7.0% | +1.9% | -8.9% | -7.9% |
| 3M | +3.3% | +18.4% | -15.1% | -5.6% |
| 6M | -10.0% | +7.0% | -17.0% | -13.3% |
| YTD | -18.5% | -6.9% | -11.5% | -14.9% |
| 1Y | -14.4% | -8.2% | -6.2% | -10.0% |
| All | +0.8% | +49.6% | -48.8% | -16.8% |
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 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