+14.7%
GRMN vs SSNC
-9.7%
+24.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -1.8% | -6.7% | +5.0% | +0.5% |
| 30D | -12.1% | -0.8% | -11.3% | -11.9% |
| 3M | +18.0% | +16.1% | +1.9% | +12.3% |
| 6M | +13.7% | +7.9% | +5.8% | +11.0% |
| YTD | +35.3% | -8.7% | +44.0% | +40.8% |
| All | +14.7% | -9.7% | +24.4% | +22.4% |
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 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