+385.9%
GPC vs SSNC
+1,000.8%
-614.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | +0.8% | -4.5% | +5.3% | +2.6% |
| 30D | -1.1% | -3.9% | +2.8% | +0.3% |
| 3M | -6.6% | -1.3% | -5.3% | -6.4% |
| 6M | +22.2% | +14.1% | +8.1% | +15.8% |
| YTD | +5.1% | -9.9% | +15.0% | +7.9% |
| 1Y | +2.8% | -6.2% | +9.0% | +3.9% |
| 3Y | +2.4% | +56.1% | -53.7% | -15.0% |
| 5Y | +7.8% | +5.4% | +2.4% | +2.0% |
| 10Y | +87.2% | +172.3% | -85.1% | +25.3% |
| All | +385.9% | +1,000.8% | -614.9% | +110.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling