+246.3%
HPE vs SSNC
+46.7%
+199.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -6.0% |
| 7D | +1.4% | -6.7% | +8.2% | +4.0% |
| 30D | +1.5% | -0.8% | +2.4% | +1.6% |
| 3M | +21.7% | +16.1% | +5.7% | +13.4% |
| 6M | +164.2% | +7.9% | +156.2% | +154.0% |
| YTD | +132.1% | -8.7% | +140.8% | +145.5% |
| 1Y | +130.6% | -9.5% | +140.1% | +145.0% |
| All | +246.3% | +46.7% | +199.6% | +188.6% |
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