+7.4%
HAL vs SSNC
+162.7%
-155.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.7% |
| 7D | -1.3% | -3.9% | +2.6% | +0.9% |
| 30D | +10.9% | -0.2% | +11.1% | +10.7% |
| 3M | -5.8% | +15.9% | -21.8% | -14.8% |
| 6M | +8.1% | +7.5% | +0.7% | +1.5% |
| YTD | +33.2% | -8.2% | +41.4% | +36.5% |
| 1Y | +74.2% | -9.3% | +83.5% | +79.0% |
| 3Y | -3.7% | +48.5% | -52.1% | -29.3% |
| 5Y | +111.9% | +16.0% | +95.9% | +77.4% |
| 10Y | +7.4% | +169.2% | -161.8% | -32.8% |
| All | +7.4% | +162.7% | -155.3% | -32.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling