+208.8%
WELL vs SSNC
+15.9%
+192.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | -1.1% | -3.9% | +2.8% | +0.1% |
| 30D | +0.7% | -0.2% | +0.9% | +0.7% |
| 3M | +14.5% | +15.9% | -1.4% | +8.4% |
| 6M | +14.4% | +7.5% | +6.9% | +10.9% |
| YTD | +28.5% | -8.2% | +36.7% | +31.7% |
| 1Y | +41.8% | -9.3% | +51.1% | +45.8% |
| 3Y | +202.8% | +48.5% | +154.4% | +145.5% |
| 5Y | +208.8% | +16.0% | +192.8% | +171.3% |
| All | +208.8% | +15.9% | +192.9% | +171.3% |
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