+635.2%
WING vs SSNC
+193.5%
+441.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -2.5% | +2.3% | -4.8% | -3.6% |
| 30D | +29.5% | -3.1% | +32.6% | +31.2% |
| 3M | +40.2% | -2.7% | +42.9% | +41.6% |
| 6M | +32.7% | +23.7% | +9.0% | +18.1% |
| YTD | -32.8% | -8.0% | -24.8% | -31.3% |
| 1Y | -31.7% | -4.7% | -27.0% | -31.4% |
| 3Y | -24.7% | +58.0% | -82.7% | -42.1% |
| 5Y | -0.5% | +8.0% | -8.5% | -8.6% |
| 10Y | +647.5% | +183.8% | +463.7% | +329.4% |
| All | +635.2% | +193.5% | +441.7% | +286.4% |
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