+49.8%
HBM vs SSNC
-3.9%
+53.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.3% | +3.1% |
| 7D | -5.8% | -1.1% | -4.7% | -6.2% |
| 30D | -18.5% | +0.6% | -19.1% | -18.2% |
| 3M | -10.3% | -1.5% | -8.8% | -10.3% |
| 6M | +2.1% | +15.8% | -13.7% | +7.5% |
| YTD | +12.0% | -8.0% | +20.0% | +18.1% |
| 1Y | +49.8% | -5.8% | +55.6% | +53.0% |
| All | +49.8% | -3.9% | +53.7% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling