+85.8%
WAT vs SSNC
+57.6%
+28.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.8% |
| 7D | +3.4% | -2.5% | +5.9% | +4.5% |
| 30D | +9.6% | -2.7% | +12.4% | +10.5% |
| 3M | +15.5% | -0.8% | +16.3% | +15.2% |
| 6M | +33.9% | +15.5% | +18.4% | +23.4% |
| YTD | +25.2% | -8.8% | +34.0% | +31.7% |
| 1Y | +26.3% | -5.8% | +32.1% | +29.9% |
| 3Y | +85.8% | +55.7% | +30.1% | +29.5% |
| All | +85.8% | +57.6% | +28.2% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling