+9.0%
HCA vs SSNC
-3.9%
+13.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -1.6% | +12.0% | +10.7% |
| 7D | +10.2% | -1.1% | +11.4% | +10.5% |
| 30D | +17.4% | +0.6% | +16.8% | +16.9% |
| 3M | +27.7% | -1.5% | +29.2% | +27.6% |
| 6M | +20.0% | +15.8% | +4.2% | +14.9% |
| YTD | +10.0% | -8.0% | +17.9% | +8.6% |
| 1Y | +9.0% | -5.8% | +14.8% | +7.0% |
| All | +9.0% | -3.9% | +13.0% | +7.0% |
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