+155.3%
HBAN vs SSNC
+173.6%
-18.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.2% |
| 7D | -1.0% | -4.0% | +3.0% | +1.2% |
| 30D | -5.6% | +0.5% | -6.1% | -6.0% |
| 3M | -1.1% | +18.9% | -20.1% | -11.1% |
| 6M | +9.9% | +10.8% | -1.0% | +2.3% |
| YTD | -0.9% | -7.1% | +6.2% | +1.3% |
| 1Y | -1.4% | -9.6% | +8.2% | +2.3% |
| 3Y | +78.2% | +51.1% | +27.2% | +38.3% |
| 5Y | +37.0% | +19.7% | +17.4% | +19.5% |
| All | +155.3% | +173.6% | -18.3% | +67.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling