+283.3%
WMB vs SSNC
+184.2%
+99.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | +8.1% | +1.4% | +6.7% | +7.5% |
| 30D | -6.9% | -2.6% | -4.2% | -6.3% |
| 3M | -5.1% | -0.6% | -4.5% | -5.5% |
| 6M | -5.7% | +19.9% | -25.6% | -13.7% |
| YTD | +18.1% | -8.2% | +26.2% | +19.5% |
| 1Y | +18.4% | -5.5% | +24.0% | +18.4% |
| 3Y | +122.7% | +56.8% | +65.9% | +74.4% |
| 5Y | +202.0% | +7.8% | +194.2% | +174.4% |
| All | +283.3% | +184.2% | +99.1% | +153.1% |
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 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