+1,138.3%
THC vs SSNC
+998.3%
+140.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.6% |
| 7D | +3.7% | -3.3% | +7.0% | +5.9% |
| 30D | +9.0% | -1.3% | +10.3% | +9.4% |
| 3M | +10.4% | -2.3% | +12.7% | +11.3% |
| 6M | +45.7% | +12.6% | +33.0% | +33.5% |
| YTD | +42.6% | -10.1% | +52.7% | +49.0% |
| 1Y | +38.8% | -6.6% | +45.3% | +41.3% |
| 3Y | +418.8% | +54.0% | +364.9% | +274.4% |
| 5Y | +275.7% | +7.0% | +268.7% | +245.9% |
| 10Y | +1,496.2% | +176.7% | +1,319.5% | +782.0% |
| All | +1,138.3% | +998.3% | +140.1% | +252.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling