+992.6%
HOOD vs SSNC
+51.8%
+940.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -0.3% |
| 7D | +13.4% | -1.8% | +15.1% | +15.7% |
| 30D | +25.8% | +1.9% | +23.9% | +24.2% |
| 3M | +38.0% | +18.4% | +19.6% | +15.1% |
| 6M | +52.2% | +7.0% | +45.3% | +41.8% |
| YTD | +3.7% | -6.9% | +10.7% | +12.9% |
| 1Y | +0.1% | -8.2% | +8.2% | +10.5% |
| 3Y | +992.6% | +50.5% | +942.0% | +592.1% |
| All | +992.6% | +51.8% | +940.7% | +592.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling