+37.0%
THC vs SSNC
-9.3%
+46.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.4% | +5.2% | +4.4% |
| 7D | +4.1% | -3.9% | +8.0% | +5.7% |
| 30D | +3.5% | -0.2% | +3.7% | +3.5% |
| 3M | +61.7% | +15.9% | +45.8% | +51.1% |
| 6M | +11.8% | +7.5% | +4.4% | +5.4% |
| YTD | +35.4% | -8.2% | +43.6% | +34.6% |
| 1Y | +37.0% | -9.3% | +46.4% | +42.7% |
| All | +37.0% | -9.3% | +46.3% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling