+250.7%
HOOD vs SSNC
+16.2%
+234.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.0% |
| 7D | +17.1% | +0.6% | +16.5% | +16.8% |
| 30D | +31.6% | +6.0% | +25.5% | +24.8% |
| 3M | +38.2% | +21.0% | +17.3% | +12.0% |
| 6M | +48.5% | +12.1% | +36.4% | +30.0% |
| YTD | +8.0% | -3.2% | +11.2% | +10.1% |
| 1Y | +18.7% | -4.4% | +23.0% | +22.2% |
| 3Y | +999.1% | +51.6% | +947.5% | +619.6% |
| 5Y | +181.7% | +21.1% | +160.6% | +151.8% |
| All | +250.7% | +16.2% | +234.5% | +238.5% |
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 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