+404.4%
WING vs SSNC
+208.8%
+195.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.4% |
| 7D | -3.9% | +0.6% | -4.5% | -4.2% |
| 30D | -11.6% | +6.0% | -17.6% | -14.0% |
| 3M | -24.2% | +21.0% | -45.2% | -31.4% |
| 6M | -54.1% | +12.1% | -66.2% | -56.9% |
| YTD | -53.9% | -3.2% | -50.7% | -53.8% |
| 1Y | -64.4% | -4.4% | -60.0% | -64.1% |
| 3Y | -30.2% | +51.6% | -81.8% | -45.0% |
| 5Y | -34.1% | +21.1% | -55.2% | -42.4% |
| 10Y | +342.1% | +177.7% | +164.5% | +156.3% |
| All | +404.4% | +208.8% | +195.6% | +159.7% |
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