+261.2%
THC vs SSNC
+56.7%
+204.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.3% |
| 7D | -0.7% | +0.6% | -1.3% | -1.1% |
| 30D | +1.3% | +6.0% | -4.8% | -2.2% |
| 3M | +64.2% | +21.0% | +43.3% | +46.8% |
| 6M | +8.3% | +12.1% | -3.8% | +0.6% |
| YTD | +33.4% | -3.2% | +36.6% | +34.7% |
| 1Y | +37.7% | -4.4% | +42.0% | +40.1% |
| All | +261.2% | +56.7% | +204.5% | +150.9% |
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