-7.1%
GLDM vs SSNC
-5.2%
-1.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -5.5% | +1.4% | -6.9% | -5.4% |
| 30D | -7.0% | -2.6% | -4.4% | -7.1% |
| 3M | -12.3% | -0.6% | -11.7% | -12.2% |
| 6M | -17.9% | +19.9% | -37.8% | -17.0% |
| YTD | -10.3% | -8.2% | -2.1% | -10.7% |
| All | -7.1% | -5.2% | -1.9% | -8.3% |
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