+285.3%
WMB vs SSNC
+18.8%
+266.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.1% | +3.2% |
| 7D | +0.8% | -1.8% | +2.6% | +1.1% |
| 30D | +7.7% | +1.9% | +5.8% | +7.1% |
| 3M | +6.7% | +18.4% | -11.7% | +1.8% |
| 6M | +3.6% | +7.0% | -3.3% | +1.6% |
| YTD | +28.0% | -6.9% | +34.9% | +30.6% |
| 1Y | +37.6% | -8.2% | +45.8% | +40.9% |
| 3Y | +149.0% | +50.5% | +98.5% | +112.1% |
| 5Y | +285.3% | +17.4% | +267.9% | +235.9% |
| All | +285.3% | +18.8% | +266.6% | +235.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling