+400.8%
GEN vs SSNC
+1,013.9%
-613.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.3% |
| 7D | +1.0% | -2.5% | +3.6% | +1.9% |
| 30D | +29.1% | -2.7% | +31.8% | +30.2% |
| 3M | +2.9% | -0.8% | +3.7% | +3.2% |
| 6M | +33.6% | +15.5% | +18.1% | +26.6% |
| YTD | +12.0% | -8.8% | +20.9% | +15.4% |
| 1Y | +16.2% | -5.8% | +22.0% | +18.3% |
| 3Y | +65.1% | +55.7% | +9.4% | +41.2% |
| 5Y | +33.3% | +6.7% | +26.6% | +27.8% |
| 10Y | +149.7% | +184.0% | -34.4% | +69.2% |
| All | +400.8% | +1,013.9% | -613.1% | +105.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling