+46.4%
FBTC vs SSNC
+36.4%
+10.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | -9.2% | +2.3% | -11.5% | -10.0% |
| 30D | -15.8% | -3.1% | -12.7% | -15.1% |
| 3M | +8.7% | -2.7% | +11.4% | +9.4% |
| 6M | -13.6% | +23.7% | -37.3% | -22.7% |
| YTD | -21.5% | -8.0% | -13.4% | -17.7% |
| 1Y | -29.9% | -4.7% | -25.2% | -28.3% |
| All | +46.4% | +36.4% | +10.0% | +12.5% |
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