+437.9%
WWD vs SSNC
+184.6%
+253.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +4.0% | +2.3% | +1.7% | +2.7% |
| 30D | +0.4% | -3.1% | +3.5% | +1.7% |
| 3M | -7.9% | -2.7% | -5.2% | -7.1% |
| 6M | -10.6% | +23.7% | -34.3% | -22.2% |
| YTD | +9.4% | -8.0% | +17.4% | +11.1% |
| 1Y | +25.7% | -4.7% | +30.4% | +25.0% |
| 3Y | +148.5% | +58.0% | +90.6% | +78.1% |
| 5Y | +189.5% | +8.0% | +181.5% | +157.8% |
| All | +437.9% | +184.6% | +253.2% | +209.1% |
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