+86.1%
HUT vs SSNC
+15.9%
+70.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -2.1% |
| 7D | +18.9% | -3.9% | +22.8% | +23.8% |
| 30D | +12.0% | -0.2% | +12.2% | +10.9% |
| 3M | -14.9% | +15.9% | -30.8% | -33.0% |
| 6M | +96.8% | +7.5% | +89.3% | +67.6% |
| YTD | +108.8% | -8.2% | +117.0% | +114.5% |
| 1Y | +227.4% | -9.3% | +236.7% | +241.6% |
| 3Y | +760.3% | +48.5% | +711.8% | +301.7% |
| 5Y | +86.1% | +16.0% | +70.1% | +48.1% |
| All | +86.1% | +15.9% | +70.2% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling