+22.1%
GFI vs SSNC
-8.1%
+30.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.2% |
| 7D | -4.9% | -4.0% | -0.8% | -5.0% |
| 30D | +10.7% | +0.5% | +10.2% | +10.9% |
| 3M | +25.6% | +18.9% | +6.7% | +26.5% |
| 6M | -8.3% | +10.8% | -19.1% | -8.1% |
| YTD | +6.3% | -7.1% | +13.4% | +3.2% |
| 1Y | +22.1% | -9.6% | +31.7% | +39.3% |
| All | +22.1% | -8.1% | +30.2% | +39.3% |
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