+443.3%
WELL vs SSNC
+184.2%
+259.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +0.1% | +1.4% | -1.2% | -0.5% |
| 30D | +6.8% | -2.6% | +9.4% | +7.8% |
| 3M | +6.7% | -0.6% | +7.3% | +6.5% |
| 6M | +13.8% | +19.9% | -6.1% | +3.3% |
| YTD | +33.8% | -8.2% | +42.0% | +36.4% |
| 1Y | +29.6% | -5.5% | +35.2% | +30.1% |
| 3Y | +203.1% | +56.8% | +146.3% | +129.9% |
| 5Y | +223.8% | +7.8% | +216.0% | +192.3% |
| All | +443.3% | +184.2% | +259.2% | +264.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling