+796.4%
HUT vs SSNC
+47.5%
+748.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -2.7% |
| 7D | +18.9% | -3.9% | +22.8% | +21.6% |
| 30D | +12.0% | -0.2% | +12.2% | +11.4% |
| 3M | -14.9% | +15.9% | -30.8% | -25.8% |
| 6M | +96.8% | +7.5% | +89.3% | +83.0% |
| YTD | +108.8% | -8.2% | +117.0% | +126.3% |
| 1Y | +227.4% | -9.3% | +236.7% | +260.3% |
| All | +796.4% | +47.5% | +748.9% | +453.9% |
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