+938.6%
WELL vs SSNC
+1,082.2%
-143.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | -0.1% | +6.0% | -6.1% | -2.2% |
| 3M | +18.0% | +21.0% | -2.9% | +9.9% |
| 6M | +15.0% | +12.1% | +2.9% | +9.5% |
| YTD | +28.6% | -3.2% | +31.8% | +28.4% |
| 1Y | +42.9% | -4.4% | +47.3% | +43.0% |
| 3Y | +203.0% | +51.6% | +151.4% | +152.6% |
| 5Y | +206.9% | +21.1% | +185.8% | +173.9% |
| 10Y | +339.5% | +177.7% | +161.8% | +206.7% |
| All | +938.6% | +1,082.2% | -143.6% | +380.0% |
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 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