+432.4%
HBAN vs SSNC
+1,021.3%
-588.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.1% |
| 7D | -1.5% | -3.9% | +2.4% | +0.5% |
| 30D | -5.5% | -0.2% | -5.3% | -5.6% |
| 3M | -0.2% | +15.9% | -16.2% | -8.4% |
| 6M | +5.2% | +7.5% | -2.3% | 0.0% |
| YTD | -2.3% | -8.2% | +5.9% | +0.3% |
| 1Y | -2.2% | -9.3% | +7.1% | +0.9% |
| 3Y | +73.8% | +48.5% | +25.4% | +39.2% |
| 5Y | +35.2% | +16.0% | +19.2% | +21.7% |
| 10Y | +155.4% | +169.2% | -13.8% | +49.2% |
| All | +432.4% | +1,021.3% | -588.9% | +49.5% |
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 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