+311.3%
HAS vs SSNC
+1,082.2%
-770.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -1.8% | +0.6% | -2.4% | -2.1% |
| 30D | +2.3% | +6.0% | -3.8% | 0.0% |
| 3M | +10.4% | +21.0% | -10.6% | +2.2% |
| 6M | -3.2% | +12.1% | -15.3% | -8.0% |
| YTD | +15.4% | -3.2% | +18.6% | +15.4% |
| 1Y | +18.8% | -4.4% | +23.2% | +19.1% |
| 3Y | +43.9% | +51.6% | -7.7% | +21.0% |
| 5Y | +13.9% | +21.1% | -7.2% | +2.9% |
| 10Y | +56.4% | +177.7% | -121.3% | +6.9% |
| All | +311.3% | +1,082.2% | -770.9% | +79.0% |
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