+84.4%
GRMN vs SSNC
+19.2%
+65.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.4% |
| 7D | +2.4% | -4.0% | +6.5% | +4.5% |
| 30D | -8.5% | +0.5% | -9.0% | -8.8% |
| 3M | +19.5% | +18.9% | +0.5% | +8.9% |
| 6M | +21.2% | +10.8% | +10.4% | +14.2% |
| YTD | +41.0% | -7.1% | +48.2% | +45.5% |
| 1Y | +19.6% | -9.6% | +29.2% | +25.1% |
| 3Y | +183.8% | +51.1% | +132.7% | +124.9% |
| All | +84.4% | +19.2% | +65.2% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling