+88.5%
WDC vs SSNC
-5.1%
+93.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -4.9% |
| 7D | +12.1% | +2.3% | +9.8% | +13.4% |
| 30D | -18.8% | -3.1% | -15.7% | -19.9% |
| 3M | -39.3% | -2.7% | -36.6% | -39.7% |
| 6M | -40.1% | +23.7% | -63.8% | -30.7% |
| YTD | +71.8% | -8.0% | +79.8% | +88.4% |
| 1Y | +88.5% | -4.7% | +93.2% | +104.7% |
| All | +88.5% | -5.1% | +93.5% | +104.7% |
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