+1,180.5%
THC vs SSNC
+1,022.7%
+157.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.4% |
| 7D | +0.2% | -0.2% | +0.4% | +0.4% |
| 30D | +9.0% | -1.9% | +10.9% | +9.9% |
| 3M | +12.9% | -0.2% | +13.1% | +12.2% |
| 6M | +52.8% | +19.4% | +33.4% | +34.9% |
| YTD | +47.4% | -8.1% | +55.5% | +51.9% |
| 1Y | +47.7% | -5.3% | +53.0% | +49.1% |
| 3Y | +444.7% | +56.9% | +387.7% | +288.1% |
| 5Y | +269.3% | +8.0% | +261.2% | +237.7% |
| 10Y | +1,913.5% | +183.6% | +1,729.9% | +995.1% |
| All | +1,180.5% | +1,022.7% | +157.8% | +259.1% |
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