+858.2%
WCC vs SSNC
+1,023.6%
-165.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.8% |
| 7D | +9.9% | +2.3% | +7.6% | +8.5% |
| 30D | -8.4% | -3.1% | -5.3% | -7.1% |
| 3M | -10.3% | -2.7% | -7.6% | -9.6% |
| 6M | -10.5% | +23.7% | -34.2% | -23.8% |
| YTD | +32.2% | -8.0% | +40.2% | +33.8% |
| 1Y | +25.5% | -4.7% | +30.2% | +24.2% |
| 3Y | +134.7% | +58.0% | +76.7% | +70.3% |
| 5Y | +139.9% | +8.0% | +132.0% | +120.6% |
| 10Y | +433.5% | +183.8% | +249.6% | +202.2% |
| All | +858.2% | +1,023.6% | -165.3% | +158.9% |
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