+66.4%
FBTC vs SSNC
+36.1%
+30.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | +1.1% | -3.9% | +5.0% | +2.9% |
| 30D | +22.3% | -0.2% | +22.4% | +22.5% |
| 3M | +26.0% | +15.9% | +10.1% | +17.7% |
| 6M | +13.2% | +7.5% | +5.7% | +9.6% |
| YTD | -10.7% | -8.2% | -2.5% | -5.9% |
| 1Y | -30.0% | -9.3% | -20.6% | -25.8% |
| All | +66.4% | +36.1% | +30.3% | +28.7% |
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