+3.9%
WFC vs SSNC
-5.1%
+8.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | +2.5% | +2.3% | +0.2% | +2.0% |
| 30D | +7.0% | -3.1% | +10.1% | +7.6% |
| 3M | -1.8% | -2.7% | +1.0% | -1.3% |
| 6M | +18.4% | +23.7% | -5.3% | +11.3% |
| YTD | -5.6% | -8.0% | +2.4% | -5.6% |
| 1Y | +3.9% | -4.7% | +8.6% | +1.9% |
| All | +3.9% | -5.1% | +8.9% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling