+695.9%
PH vs SSNC
+184.6%
+511.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +4.3% | +2.3% | +2.0% | +3.0% |
| 30D | +0.1% | -3.1% | +3.3% | +1.5% |
| 3M | -9.4% | -2.7% | -6.6% | -8.6% |
| 6M | +8.8% | +23.7% | -14.9% | -6.6% |
| YTD | +9.6% | -8.0% | +17.7% | +11.5% |
| 1Y | +14.4% | -4.7% | +19.1% | +13.7% |
| 3Y | +134.5% | +58.0% | +76.5% | +66.5% |
| 5Y | +204.4% | +8.0% | +196.5% | +172.3% |
| All | +695.9% | +184.6% | +511.2% | +383.3% |
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