+51.7%
FBTC vs SSNC
+36.2%
+15.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | -6.3% | +1.4% | -7.6% | -6.8% |
| 30D | -14.3% | -2.6% | -11.6% | -13.7% |
| 3M | +12.6% | -0.6% | +13.2% | +12.3% |
| 6M | -11.8% | +19.9% | -31.7% | -19.8% |
| YTD | -18.6% | -8.2% | -10.4% | -14.7% |
| 1Y | -29.9% | -5.5% | -24.4% | -27.9% |
| All | +51.7% | +36.2% | +15.6% | +16.7% |
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