+142.1%
WY vs SSNC
+1,037.0%
-894.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | +0.4% |
| 7D | -2.1% | -1.8% | -0.3% | -1.3% |
| 30D | -10.5% | +1.9% | -12.4% | -11.4% |
| 3M | -4.9% | +18.4% | -23.3% | -13.0% |
| 6M | -4.9% | +7.0% | -11.9% | -9.0% |
| YTD | -1.7% | -6.9% | +5.3% | -0.2% |
| 1Y | -9.4% | -8.2% | -1.2% | -7.7% |
| 3Y | -22.3% | +50.5% | -72.8% | -38.7% |
| 5Y | -20.5% | +17.4% | -37.9% | -30.0% |
| 10Y | +4.9% | +164.9% | -160.0% | -35.5% |
| All | +142.1% | +1,037.0% | -894.9% | -21.1% |
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 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