+57.7%
GEV vs SSNC
-3.0%
+60.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | -0.4% |
| 7D | +3.3% | +0.6% | +2.7% | +3.5% |
| 30D | -7.5% | +6.0% | -13.5% | -5.3% |
| 3M | -2.2% | +21.0% | -23.1% | +6.8% |
| 6M | +12.1% | +12.1% | 0.0% | +21.1% |
| YTD | +44.4% | -3.2% | +47.6% | +52.7% |
| 1Y | +57.7% | -4.4% | +62.0% | +70.7% |
| All | +57.7% | -3.0% | +60.6% | +70.7% |
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