+221.8%
GWW vs SSNC
+14.9%
+206.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.4% |
| 7D | -3.1% | -6.7% | +3.6% | -0.7% |
| 30D | -2.3% | -0.8% | -1.5% | -2.1% |
| 3M | -3.3% | +16.1% | -19.4% | -9.0% |
| 6M | +15.4% | +7.9% | +7.4% | +11.4% |
| YTD | +26.7% | -8.7% | +35.5% | +30.7% |
| 1Y | +29.0% | -9.5% | +38.5% | +33.3% |
| 3Y | +89.0% | +47.7% | +41.3% | +53.5% |
| 5Y | +221.8% | +17.6% | +204.1% | +175.3% |
| All | +221.8% | +14.9% | +206.9% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling