+23.2%
GH vs SSNC
+14.9%
+8.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -1.2% | -6.7% | +5.5% | +4.7% |
| 30D | -3.7% | -0.8% | -2.9% | -3.5% |
| 3M | +21.7% | +16.1% | +5.6% | +3.3% |
| 6M | +75.7% | +7.9% | +67.8% | +59.2% |
| YTD | +55.7% | -8.7% | +64.4% | +64.3% |
| 1Y | +181.1% | -9.5% | +190.6% | +197.1% |
| 3Y | +371.6% | +47.7% | +324.0% | +181.2% |
| 5Y | +23.2% | +17.6% | +5.5% | +5.9% |
| All | +23.2% | +14.9% | +8.3% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling