+53.1%
HAL vs SSNC
+7.5%
+45.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +3.1% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | +1.0% | -1.9% | +2.9% | +1.2% |
| 3M | -2.1% | -0.2% | -2.0% | -2.8% |
| 6M | -17.5% | +19.4% | -36.9% | -24.5% |
| YTD | +18.1% | -8.1% | +26.2% | +21.2% |
| 1Y | +19.7% | -5.3% | +25.0% | +20.8% |
| 3Y | -7.9% | +56.9% | -64.8% | -28.7% |
| 5Y | +53.1% | +8.0% | +45.0% | +26.5% |
| All | +53.1% | +7.5% | +45.5% | +26.5% |
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 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