+222.0%
WELL vs SSNC
+6.8%
+215.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.1% |
| 7D | +3.0% | -2.5% | +5.6% | +3.9% |
| 30D | +10.2% | -2.7% | +12.9% | +11.0% |
| 3M | +6.1% | -0.8% | +7.0% | +6.1% |
| 6M | +16.6% | +15.5% | +1.1% | +9.9% |
| YTD | +35.3% | -8.8% | +44.2% | +38.8% |
| 1Y | +31.5% | -5.8% | +37.3% | +32.8% |
| 3Y | +206.5% | +55.7% | +150.8% | +139.4% |
| 5Y | +222.0% | +6.7% | +215.3% | +190.0% |
| All | +222.0% | +6.8% | +215.1% | +190.0% |
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