+40.6%
GLW vs SSNC
-3.9%
+44.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -7.1% |
| 7D | -9.5% | -1.1% | -8.3% | -10.3% |
| 30D | -25.5% | +0.6% | -26.1% | -24.3% |
| 3M | -25.6% | -1.5% | -24.1% | -25.2% |
| 6M | -25.5% | +15.8% | -41.3% | -10.6% |
| YTD | +36.4% | -8.0% | +44.3% | +64.6% |
| 1Y | +40.6% | -5.8% | +46.4% | +66.1% |
| All | +40.6% | -3.9% | +44.5% | +66.1% |
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