+874.4%
WCC vs SSNC
+1,021.7%
-147.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +14.2% | +1.4% | +12.9% | +13.3% |
| 30D | -9.8% | -2.6% | -7.2% | -8.8% |
| 3M | -10.1% | -0.6% | -9.5% | -10.7% |
| 6M | -9.4% | +19.9% | -29.3% | -21.4% |
| YTD | +34.4% | -8.2% | +42.6% | +36.2% |
| 1Y | +23.3% | -5.5% | +28.8% | +22.6% |
| 3Y | +137.9% | +56.8% | +81.1% | +73.5% |
| 5Y | +144.0% | +7.8% | +136.2% | +124.5% |
| 10Y | +442.5% | +183.3% | +259.1% | +207.6% |
| All | +874.4% | +1,021.7% | -147.3% | +163.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling