+1,058.4%
THC vs SSNC
+1,082.2%
-23.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.4% |
| 7D | -0.7% | +0.6% | -1.3% | -1.1% |
| 30D | +1.3% | +6.0% | -4.8% | -2.7% |
| 3M | +64.2% | +21.0% | +43.3% | +45.2% |
| 6M | +8.3% | +12.1% | -3.8% | -0.1% |
| YTD | +33.4% | -3.2% | +36.6% | +33.6% |
| 1Y | +37.7% | -4.4% | +42.0% | +38.7% |
| 3Y | +236.8% | +51.6% | +185.2% | +147.5% |
| 5Y | +249.3% | +21.1% | +228.2% | +198.4% |
| 10Y | +995.2% | +177.7% | +817.6% | +498.4% |
| All | +1,058.4% | +1,082.2% | -23.8% | +216.0% |
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