+19.8%
HAS vs SSNC
-9.9%
+29.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +1.4% |
| 7D | -3.1% | -6.7% | +3.7% | -2.1% |
| 30D | -6.4% | -0.8% | -5.6% | -6.2% |
| 3M | +10.4% | +16.1% | -5.7% | +8.5% |
| 6M | -3.7% | +7.9% | -11.6% | -4.3% |
| YTD | +12.5% | -8.7% | +21.2% | +15.9% |
| 1Y | +19.8% | -9.5% | +29.3% | +30.8% |
| All | +19.8% | -9.9% | +29.7% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling