-20.7%
IBIT vs SSNC
-3.9%
-16.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.6% | +4.5% | +3.2% |
| 7D | -1.8% | -1.1% | -0.6% | -1.6% |
| 30D | -6.7% | +0.6% | -7.3% | -7.1% |
| 3M | +24.6% | -1.5% | +26.0% | +24.6% |
| 6M | -0.2% | +15.8% | -16.0% | -2.8% |
| YTD | -8.7% | -8.0% | -0.7% | -6.0% |
| 1Y | -20.7% | -5.8% | -14.9% | -19.1% |
| All | -20.7% | -3.9% | -16.8% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling