+87.4%
GPC vs SSNC
+162.7%
-75.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.5% |
| 7D | -0.6% | -3.9% | +3.3% | +1.0% |
| 30D | +1.3% | -0.2% | +1.5% | +1.3% |
| 3M | +37.1% | +15.9% | +21.2% | +28.4% |
| 6M | +23.2% | +7.5% | +15.7% | +18.7% |
| YTD | +13.1% | -8.2% | +21.3% | +16.0% |
| 1Y | +0.9% | -9.3% | +10.2% | +3.7% |
| 3Y | -0.8% | +48.5% | -49.3% | -18.4% |
| 5Y | +31.1% | +16.0% | +15.1% | +18.0% |
| 10Y | +87.4% | +169.2% | -81.8% | +29.4% |
| All | +87.4% | +162.7% | -75.3% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling