+225.5%
HOOD vs SSNC
+9.7%
+215.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -9.1% | -6.7% | -2.4% | -2.8% |
| 30D | +20.1% | -0.8% | +20.9% | +21.5% |
| 3M | +31.2% | +16.1% | +15.2% | +10.8% |
| 6M | +44.3% | +7.9% | +36.4% | +30.9% |
| YTD | +0.2% | -8.7% | +8.9% | +8.1% |
| 1Y | -3.5% | -9.5% | +6.0% | +4.8% |
| 3Y | +955.2% | +47.7% | +907.5% | +608.3% |
| 5Y | +175.3% | +17.6% | +157.6% | +149.9% |
| All | +225.5% | +9.7% | +215.8% | +232.4% |
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