-12.3%
WU vs SSNC
+1,037.0%
-1,049.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | -1.1% |
| 7D | -0.8% | -1.8% | +0.9% | -0.2% |
| 30D | -1.1% | +1.9% | -3.0% | -1.8% |
| 3M | -1.8% | +18.4% | -20.2% | -7.9% |
| 6M | -23.9% | +7.0% | -30.9% | -26.1% |
| YTD | -20.4% | -6.9% | -13.5% | -18.9% |
| 1Y | -10.6% | -8.2% | -2.4% | -8.6% |
| 3Y | -27.7% | +50.5% | -78.3% | -38.7% |
| 5Y | -51.1% | +17.4% | -68.5% | -55.3% |
| 10Y | -40.7% | +164.9% | -205.6% | -60.1% |
| All | -12.3% | +1,037.0% | -1,049.3% | -65.7% |
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