+266.3%
WPM vs SSNC
+15.9%
+250.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.4% | +1.4% |
| 7D | +3.9% | -3.9% | +7.8% | +4.8% |
| 30D | +17.7% | -0.2% | +17.9% | +17.8% |
| 3M | +39.4% | +15.9% | +23.5% | +34.6% |
| 6M | +6.4% | +7.5% | -1.0% | +4.4% |
| YTD | +34.0% | -8.2% | +42.2% | +36.5% |
| 1Y | +50.5% | -9.3% | +59.9% | +53.7% |
| 3Y | +280.3% | +48.5% | +231.9% | +231.7% |
| 5Y | +266.3% | +16.0% | +250.3% | +208.2% |
| All | +266.3% | +15.9% | +250.4% | +208.2% |
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