+225.6%
WCC vs SSNC
+15.9%
+209.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.3% |
| 7D | +6.8% | -3.9% | +10.7% | +9.6% |
| 30D | -3.0% | -0.2% | -2.8% | -3.4% |
| 3M | +0.2% | +15.9% | -15.7% | -12.0% |
| 6M | +33.2% | +7.5% | +25.7% | +23.0% |
| YTD | +45.8% | -8.2% | +54.0% | +52.7% |
| 1Y | +68.4% | -9.3% | +77.7% | +77.7% |
| 3Y | +131.1% | +48.5% | +82.7% | +55.0% |
| 5Y | +225.6% | +16.0% | +209.6% | +176.8% |
| All | +225.6% | +15.9% | +209.7% | +176.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling