+48.6%
HAS vs SSNC
+6.8%
+41.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.2% |
| 7D | -0.2% | -3.3% | +3.2% | +1.4% |
| 30D | +31.0% | -1.3% | +32.3% | +31.6% |
| 3M | +30.7% | -2.3% | +33.0% | +31.8% |
| 6M | +23.9% | +12.6% | +11.3% | +15.6% |
| YTD | +48.3% | -10.1% | +58.4% | +55.1% |
| 1Y | +60.2% | -6.6% | +66.8% | +63.8% |
| 3Y | +189.2% | +54.0% | +135.3% | +119.0% |
| All | +48.6% | +6.8% | +41.7% | +37.5% |
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