+21.3%
HPQ vs SSNC
-3.9%
+25.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.5% | +6.6% |
| 7D | -7.8% | -1.1% | -6.6% | -7.3% |
| 30D | -4.9% | +0.6% | -5.5% | -5.5% |
| 3M | +4.9% | -1.5% | +6.3% | +5.2% |
| 6M | +47.1% | +15.8% | +31.2% | +37.3% |
| YTD | +39.5% | -8.0% | +47.5% | +44.8% |
| 1Y | +21.3% | -5.8% | +27.1% | +22.6% |
| All | +21.3% | -3.9% | +25.2% | +22.6% |
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 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