-21.8%
ALHC vs SSNC
+34.5%
-56.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.4% |
| 7D | -0.6% | +0.6% | -1.2% | -0.9% |
| 30D | -1.0% | +6.0% | -7.1% | -3.5% |
| 3M | -10.2% | +21.0% | -31.1% | -17.8% |
| 6M | -28.3% | +12.1% | -40.4% | -32.2% |
| YTD | -31.4% | -3.2% | -28.2% | -30.9% |
| 1Y | -16.9% | -4.4% | -12.6% | -15.9% |
| 3Y | +135.5% | +51.6% | +83.9% | +75.3% |
| 5Y | -33.6% | +21.1% | -54.7% | -41.0% |
| All | -21.8% | +34.5% | -56.3% | -41.3% |
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