+153.8%
GEN vs SSNC
+173.6%
-19.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.3% |
| 7D | -1.3% | -4.0% | +2.8% | +0.4% |
| 30D | +6.1% | +0.5% | +5.6% | +6.0% |
| 3M | +27.0% | +18.9% | +8.0% | +18.2% |
| 6M | +43.9% | +10.8% | +33.0% | +37.7% |
| YTD | +13.0% | -7.1% | +20.1% | +15.8% |
| 1Y | +4.0% | -9.6% | +13.6% | +7.6% |
| 3Y | +66.2% | +51.1% | +15.1% | +41.4% |
| 5Y | +23.2% | +19.7% | +3.5% | +12.4% |
| All | +153.8% | +173.6% | -19.8% | +73.5% |
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