-32.3%
WING vs SSNC
+47.5%
-79.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.5% |
| 7D | -2.3% | -3.9% | +1.6% | -1.0% |
| 30D | -5.6% | -0.2% | -5.5% | -5.6% |
| 3M | -22.9% | +15.9% | -38.8% | -27.2% |
| 6M | -50.4% | +7.5% | -57.9% | -51.7% |
| YTD | -53.3% | -8.2% | -45.1% | -51.8% |
| 1Y | -61.2% | -9.3% | -51.9% | -59.8% |
| All | -32.3% | +47.5% | -79.8% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling