+12.9%
HAS vs SSNC
+21.4%
-8.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -1.8% | +0.6% | -2.4% | -2.1% |
| 30D | +2.3% | +6.0% | -3.8% | -0.7% |
| 3M | +10.4% | +21.0% | -10.6% | 0.0% |
| 6M | -3.2% | +12.1% | -15.3% | -9.1% |
| YTD | +15.4% | -3.2% | +18.6% | +16.7% |
| 1Y | +18.8% | -4.4% | +23.2% | +20.7% |
| 3Y | +43.9% | +51.6% | -7.7% | +10.9% |
| All | +12.9% | +21.4% | -8.5% | -5.4% |
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