+35.7%
HST vs SSNC
-3.0%
+38.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.4% |
| 7D | -1.0% | +0.6% | -1.7% | -1.1% |
| 30D | -12.3% | +6.0% | -18.3% | -12.9% |
| 3M | -6.4% | +21.0% | -27.3% | -8.6% |
| 6M | +15.0% | +12.1% | +2.9% | +12.6% |
| YTD | +30.5% | -3.2% | +33.7% | +27.5% |
| 1Y | +35.7% | -4.4% | +40.0% | +31.4% |
| All | +35.7% | -3.0% | +38.7% | +31.4% |
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