+991.6%
WDC vs SSNC
+15.9%
+975.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.6% |
| 7D | +7.5% | -3.9% | +11.4% | +9.0% |
| 30D | +10.1% | -0.2% | +10.2% | +9.7% |
| 3M | -6.8% | +15.9% | -22.7% | -14.7% |
| 6M | +84.1% | +7.5% | +76.7% | +75.0% |
| YTD | +180.3% | -8.2% | +188.5% | +190.5% |
| 1Y | +411.1% | -9.3% | +420.4% | +431.3% |
| 3Y | +1,375.0% | +48.5% | +1,326.6% | +951.0% |
| 5Y | +991.6% | +16.0% | +975.6% | +823.0% |
| All | +991.6% | +15.9% | +975.6% | +823.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling