+31.2%
WEC vs SSNC
+15.9%
+15.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -0.6% |
| 7D | +0.4% | -3.9% | +4.3% | +1.1% |
| 30D | +0.9% | -0.2% | +1.1% | +0.9% |
| 3M | -5.3% | +15.9% | -21.3% | -8.2% |
| 6M | -6.6% | +7.5% | -14.0% | -8.1% |
| YTD | +3.3% | -8.2% | +11.5% | +4.9% |
| 1Y | +2.1% | -9.3% | +11.4% | +3.9% |
| 3Y | +39.6% | +48.5% | -8.9% | +24.0% |
| 5Y | +31.2% | +16.0% | +15.2% | +15.7% |
| All | +31.2% | +15.9% | +15.3% | +15.7% |
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 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