+1,437.4%
GWW vs SSNC
+1,021.3%
+416.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.3% |
| 7D | -0.5% | -3.9% | +3.4% | +0.9% |
| 30D | -1.4% | -0.2% | -1.3% | -1.4% |
| 3M | -3.6% | +15.9% | -19.6% | -8.8% |
| 6M | +15.1% | +7.5% | +7.7% | +11.4% |
| YTD | +27.5% | -8.2% | +35.7% | +29.6% |
| 1Y | +29.6% | -9.3% | +38.9% | +32.1% |
| 3Y | +90.1% | +48.5% | +41.6% | +62.1% |
| 5Y | +222.6% | +16.0% | +206.6% | +195.6% |
| 10Y | +566.5% | +169.2% | +397.3% | +362.6% |
| All | +1,437.4% | +1,021.3% | +416.2% | +595.3% |
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