-9.6%
SSNC vs WTW
-3.2%
-6.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -4.0% | -5.7% | +1.7% | -2.2% |
| 30D | +0.5% | -7.3% | +7.8% | +2.9% |
| 3M | +18.9% | +21.5% | -2.5% | +12.5% |
| 6M | +10.8% | +9.6% | +1.2% | +6.1% |
| YTD | -7.1% | -3.3% | -3.9% | -9.1% |
| 1Y | -9.6% | -6.1% | -3.5% | -10.1% |
| All | -9.6% | -3.2% | -6.4% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling