+65.1%
GEN vs SSNC
+57.6%
+7.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | 0.0% |
| 7D | +1.0% | -2.5% | +3.6% | +2.5% |
| 30D | +29.1% | -2.7% | +31.8% | +30.6% |
| 3M | +2.9% | -0.8% | +3.7% | +3.2% |
| 6M | +33.6% | +15.5% | +18.1% | +22.3% |
| YTD | +12.0% | -8.8% | +20.9% | +16.6% |
| 1Y | +16.2% | -5.8% | +22.0% | +18.7% |
| 3Y | +65.1% | +55.7% | +9.4% | +30.9% |
| All | +65.1% | +57.6% | +7.4% | +30.9% |
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