+155.0%
HPE vs SSNC
-8.1%
+163.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.7% | +10.7% | +12.3% |
| 7D | +19.4% | -4.0% | +23.4% | +19.6% |
| 30D | +5.6% | +0.5% | +5.1% | +5.4% |
| 3M | +33.1% | +18.9% | +14.1% | +30.9% |
| 6M | +192.5% | +10.8% | +181.6% | +192.3% |
| YTD | +160.9% | -7.1% | +168.1% | +178.5% |
| 1Y | +155.0% | -9.6% | +164.6% | +173.1% |
| All | +155.0% | -8.1% | +163.1% | +173.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling