+113.2%
WDC vs SSNC
-3.9%
+117.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.6% | -5.2% | -7.7% |
| 7D | -18.3% | -1.1% | -17.2% | -18.8% |
| 30D | -26.7% | +0.6% | -27.3% | -25.7% |
| 3M | -40.9% | -1.5% | -39.5% | -40.8% |
| 6M | -26.8% | +15.8% | -42.6% | -15.4% |
| YTD | +88.2% | -8.0% | +96.1% | +108.8% |
| 1Y | +113.2% | -5.8% | +119.0% | +135.0% |
| All | +113.2% | -3.9% | +117.1% | +135.0% |
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