-11.2%
HSY vs SSNC
+47.5%
-58.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | -3.0% | -3.9% | +0.9% | -2.3% |
| 30D | -5.0% | -0.2% | -4.9% | -5.0% |
| 3M | -1.3% | +15.9% | -17.2% | -3.9% |
| 6M | -21.5% | +7.5% | -29.0% | -22.7% |
| YTD | -3.3% | -8.2% | +4.9% | -2.4% |
| 1Y | -5.5% | -9.3% | +3.8% | -4.5% |
| All | -11.2% | +47.5% | -58.7% | -20.0% |
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