+370.2%
WING vs SSNC
+169.0%
+201.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.2% |
| 7D | +0.2% | -6.7% | +7.0% | +3.5% |
| 30D | -0.5% | -0.8% | +0.3% | -0.1% |
| 3M | -23.9% | +16.1% | -39.9% | -29.8% |
| 6M | -48.9% | +7.9% | -56.8% | -51.3% |
| YTD | -53.3% | -8.7% | -44.6% | -52.0% |
| 1Y | -60.3% | -9.5% | -50.8% | -59.0% |
| 3Y | -30.1% | +47.7% | -77.8% | -44.5% |
| 5Y | -36.2% | +17.6% | -53.8% | -43.6% |
| All | +370.2% | +169.0% | +201.2% | +196.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling