-4.5%
HAL vs SSNC
+51.8%
-56.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +0.4% |
| 7D | +0.5% | -1.8% | +2.2% | +1.0% |
| 30D | +15.9% | +1.9% | +14.0% | +15.2% |
| 3M | -8.7% | +18.4% | -27.1% | -13.7% |
| 6M | +9.0% | +7.0% | +2.1% | +6.8% |
| YTD | +32.0% | -6.9% | +39.0% | +37.4% |
| 1Y | +72.5% | -8.2% | +80.6% | +80.4% |
| 3Y | -4.5% | +50.5% | -55.1% | -17.5% |
| All | -4.5% | +51.8% | -56.4% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling