+73.4%
WBD vs SSNC
-8.1%
+81.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | -0.7% | -4.0% | +3.3% | -0.7% |
| 30D | +1.4% | +0.5% | +0.9% | +1.4% |
| 3M | +4.4% | +18.9% | -14.5% | +4.1% |
| 6M | +0.8% | +10.8% | -10.0% | +0.9% |
| YTD | -2.7% | -7.1% | +4.4% | -2.1% |
| 1Y | +73.4% | -9.6% | +83.0% | +69.5% |
| All | +73.4% | -8.1% | +81.6% | +69.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling