+210.2%
HD vs SSNC
+162.7%
+47.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.3% | -0.4% |
| 7D | -1.8% | -3.9% | +2.1% | -0.1% |
| 30D | -10.8% | -0.2% | -10.7% | -10.8% |
| 3M | -2.7% | +15.9% | -18.6% | -9.3% |
| 6M | -10.3% | +7.5% | -17.7% | -13.8% |
| YTD | -7.8% | -8.2% | +0.4% | -5.5% |
| 1Y | -23.1% | -9.3% | -13.8% | -20.9% |
| 3Y | +2.0% | +48.5% | -46.4% | -17.7% |
| 5Y | +6.2% | +16.0% | -9.8% | -5.6% |
| 10Y | +210.2% | +169.2% | +41.0% | +110.9% |
| All | +210.2% | +162.7% | +47.5% | +110.9% |
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