+878.9%
HOOD vs SSNC
+57.7%
+821.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.7% |
| 7D | +3.8% | +1.4% | +2.4% | +2.5% |
| 30D | -26.4% | -2.6% | -23.8% | -25.4% |
| 3M | -14.3% | -0.6% | -13.7% | -14.5% |
| 6M | +3.9% | +19.9% | -16.0% | -15.6% |
| YTD | -28.1% | -8.2% | -19.9% | -21.6% |
| 1Y | -38.8% | -5.5% | -33.3% | -35.7% |
| All | +878.9% | +57.7% | +821.2% | +608.5% |
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