+190.2%
WMB vs SSNC
+6.2%
+184.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -6.7% | -4.5% | -2.2% | -5.7% |
| 30D | -8.6% | -3.9% | -4.7% | -8.0% |
| 3M | -4.9% | -1.3% | -3.6% | -5.1% |
| 6M | -6.3% | +14.1% | -20.4% | -10.4% |
| YTD | +13.0% | -9.9% | +22.9% | +15.8% |
| 1Y | +14.9% | -6.2% | +21.1% | +16.1% |
| 3Y | +113.4% | +56.1% | +57.3% | +77.2% |
| 5Y | +190.2% | +5.4% | +184.8% | +159.9% |
| All | +190.2% | +6.2% | +184.0% | +159.9% |
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