+437.9%
HUBB vs SSNC
+173.6%
+264.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.0% |
| 7D | -0.1% | -4.0% | +4.0% | +1.6% |
| 30D | -10.0% | +0.5% | -10.5% | -10.3% |
| 3M | -1.6% | +18.9% | -20.5% | -9.7% |
| 6M | -3.1% | +10.8% | -13.9% | -8.7% |
| YTD | +4.6% | -7.1% | +11.7% | +6.1% |
| 1Y | +3.3% | -9.6% | +13.0% | +5.9% |
| 3Y | +46.6% | +51.1% | -4.5% | +17.6% |
| 5Y | +158.7% | +19.7% | +139.0% | +127.1% |
| All | +437.9% | +173.6% | +264.3% | +247.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling