+1,039.2%
THC vs SSNC
+162.7%
+876.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.4% | +5.2% | +5.0% |
| 7D | +4.1% | -3.9% | +8.0% | +7.3% |
| 30D | +3.5% | -0.2% | +3.7% | +3.4% |
| 3M | +61.7% | +15.9% | +45.8% | +43.8% |
| 6M | +11.8% | +7.5% | +4.4% | +4.6% |
| YTD | +35.4% | -8.2% | +43.6% | +41.3% |
| 1Y | +37.0% | -9.3% | +46.4% | +44.0% |
| 3Y | +260.1% | +48.5% | +211.6% | +145.1% |
| 5Y | +262.6% | +16.0% | +246.6% | +202.9% |
| 10Y | +1,039.2% | +169.2% | +870.0% | +411.8% |
| All | +1,039.2% | +162.7% | +876.5% | +411.8% |
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