+132.3%
HON vs SSNC
+173.6%
-41.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.6% |
| 7D | -3.5% | -4.0% | +0.6% | -1.8% |
| 30D | -13.8% | +0.5% | -14.3% | -14.1% |
| 3M | -11.7% | +18.9% | -30.6% | -18.6% |
| 6M | -18.7% | +10.8% | -29.6% | -23.1% |
| YTD | +0.2% | -7.1% | +7.4% | +1.9% |
| 1Y | -3.1% | -9.6% | +6.6% | -0.5% |
| 3Y | +17.0% | +51.1% | -34.1% | -6.1% |
| 5Y | +2.0% | +19.7% | -17.6% | -10.5% |
| All | +132.3% | +173.6% | -41.3% | +55.4% |
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