+163.4%
WWD vs SSNC
+47.5%
+115.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.1% |
| 7D | +0.6% | -3.9% | +4.5% | +1.8% |
| 30D | -5.1% | -0.2% | -4.9% | -5.1% |
| 3M | -11.2% | +15.9% | -27.2% | -15.4% |
| 6M | -12.0% | +7.5% | -19.5% | -14.0% |
| YTD | +12.0% | -8.2% | +20.2% | +16.3% |
| 1Y | +42.8% | -9.3% | +52.1% | +49.3% |
| All | +163.4% | +47.5% | +115.8% | +118.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling