+62.2%
HAL vs SSNC
+1,082.2%
-1,020.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | +2.9% | +0.6% | +2.3% | +2.5% |
| 30D | +17.0% | +6.0% | +11.0% | +13.3% |
| 3M | -9.7% | +21.0% | -30.6% | -19.3% |
| 6M | +8.6% | +12.1% | -3.5% | +0.3% |
| YTD | +33.0% | -3.2% | +36.2% | +32.0% |
| 1Y | +68.3% | -4.4% | +72.7% | +67.5% |
| 3Y | +0.1% | +51.6% | -51.5% | -23.9% |
| 5Y | +102.6% | +21.1% | +81.5% | +70.7% |
| 10Y | +3.8% | +177.7% | -173.9% | -41.8% |
| All | +62.2% | +1,082.2% | -1,020.0% | -59.7% |
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