+64.5%
FBTC vs SSNC
+37.7%
+26.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.4% |
| 7D | -3.1% | -4.0% | +0.9% | -1.4% |
| 30D | +22.0% | +0.5% | +21.5% | +21.9% |
| 3M | +21.6% | +18.9% | +2.7% | +12.3% |
| 6M | +9.2% | +10.8% | -1.6% | +4.2% |
| YTD | -11.8% | -7.1% | -4.6% | -7.4% |
| 1Y | -32.7% | -9.6% | -23.1% | -28.3% |
| All | +64.5% | +37.7% | +26.8% | +26.6% |
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