+261.5%
WAB vs SSNC
+184.6%
+76.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +5.1% | +2.3% | +2.8% | +4.0% |
| 30D | +4.0% | -3.1% | +7.1% | +5.2% |
| 3M | +0.1% | -2.7% | +2.8% | +0.8% |
| 6M | +12.8% | +23.7% | -10.9% | 0.0% |
| YTD | +40.1% | -8.0% | +48.1% | +42.5% |
| 1Y | +46.4% | -4.7% | +51.1% | +46.2% |
| 3Y | +167.4% | +58.0% | +109.4% | +102.8% |
| 5Y | +215.0% | +8.0% | +207.1% | +186.7% |
| All | +261.5% | +184.6% | +76.9% | +131.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling