-10.5%
WCC vs SSNC
+20.9%
-31.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.6% |
| 7D | +9.9% | +2.3% | +7.6% | +10.5% |
| 30D | -8.4% | -3.1% | -5.3% | -8.8% |
| 3M | -10.3% | -2.7% | -7.6% | -10.5% |
| 6M | -10.5% | +23.7% | -34.2% | -0.2% |
| All | -10.5% | +20.9% | -31.4% | -0.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling