+566.0%
HIG vs SSNC
+1,021.3%
-455.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.0% | +1.4% |
| 7D | -0.5% | -3.9% | +3.4% | +1.5% |
| 30D | -2.8% | -0.2% | -2.6% | -2.8% |
| 3M | +6.3% | +15.9% | -9.6% | -2.2% |
| 6M | -0.1% | +7.5% | -7.6% | -4.8% |
| YTD | +0.4% | -8.2% | +8.7% | +3.0% |
| 1Y | +6.2% | -9.3% | +15.6% | +9.4% |
| 3Y | +101.6% | +48.5% | +53.2% | +58.4% |
| 5Y | +119.8% | +16.0% | +103.8% | +93.0% |
| 10Y | +311.7% | +169.2% | +142.6% | +119.8% |
| All | +566.0% | +1,021.3% | -455.3% | +33.0% |
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 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