+161.6%
HALO vs SSNC
+19.2%
+142.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.5% |
| 7D | -2.7% | -4.0% | +1.3% | -1.2% |
| 30D | +5.3% | +0.5% | +4.8% | +5.0% |
| 3M | +51.6% | +18.9% | +32.6% | +40.9% |
| 6M | +61.3% | +10.8% | +50.4% | +54.0% |
| YTD | +59.3% | -7.1% | +66.4% | +63.0% |
| 1Y | +38.3% | -9.6% | +47.9% | +43.0% |
| 3Y | +185.9% | +51.1% | +134.8% | +125.3% |
| All | +161.6% | +19.2% | +142.4% | +133.5% |
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