+992.9%
WELL vs SSNC
+1,013.9%
-21.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.1% |
| 7D | +3.0% | -2.5% | +5.6% | +4.0% |
| 30D | +10.2% | -2.7% | +12.9% | +11.1% |
| 3M | +6.1% | -0.8% | +7.0% | +6.1% |
| 6M | +16.6% | +15.5% | +1.1% | +9.8% |
| YTD | +35.3% | -8.8% | +44.2% | +37.6% |
| 1Y | +31.5% | -5.8% | +37.3% | +31.9% |
| 3Y | +206.5% | +55.7% | +150.8% | +152.2% |
| 5Y | +222.0% | +6.7% | +215.3% | +200.2% |
| 10Y | +473.8% | +184.0% | +289.8% | +301.0% |
| All | +992.9% | +1,013.9% | -21.0% | +414.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling