+0.8%
HSY vs SSNC
-5.1%
+5.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -2.1% | +2.3% | -4.4% | -2.5% |
| 30D | +6.1% | -3.1% | +9.2% | +7.0% |
| 3M | -5.6% | -2.7% | -2.9% | -5.0% |
| 6M | -9.5% | +23.7% | -33.2% | -10.6% |
| YTD | -2.1% | -8.0% | +5.9% | -6.2% |
| 1Y | +0.8% | -4.7% | +5.5% | -3.8% |
| All | +0.8% | -5.1% | +5.8% | -3.8% |
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