+44.1%
HAL vs SSNC
+1,022.7%
-978.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.9% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | +1.0% | -1.9% | +2.9% | +1.4% |
| 3M | -2.1% | -0.2% | -2.0% | -2.9% |
| 6M | -17.5% | +19.4% | -36.9% | -26.4% |
| YTD | +18.1% | -8.1% | +26.2% | +19.7% |
| 1Y | +19.7% | -5.3% | +25.0% | +19.1% |
| 3Y | -7.9% | +56.9% | -64.8% | -31.8% |
| 5Y | +53.1% | +8.0% | +45.0% | +36.6% |
| 10Y | -16.8% | +183.6% | -200.4% | -53.8% |
| All | +44.1% | +1,022.7% | -978.6% | -63.5% |
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 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