+14.7%
GTLB vs SSNC
-3.0%
+17.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +2.0% |
| 7D | +11.1% | +0.6% | +10.4% | +10.5% |
| 30D | +37.8% | +6.0% | +31.8% | +31.7% |
| 3M | +61.6% | +21.0% | +40.6% | +38.8% |
| 6M | +98.9% | +12.1% | +86.8% | +79.8% |
| YTD | +32.8% | -3.2% | +36.0% | +26.9% |
| 1Y | +14.7% | -4.4% | +19.0% | +10.5% |
| All | +14.7% | -3.0% | +17.6% | +10.5% |
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