-30.0%
IBIT vs SSNC
-5.1%
-24.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | -9.2% | +2.3% | -11.5% | -9.5% |
| 30D | -15.8% | -3.1% | -12.7% | -15.6% |
| 3M | +8.5% | -2.7% | +11.3% | +8.8% |
| 6M | -13.7% | +23.7% | -37.4% | -17.6% |
| YTD | -21.6% | -8.0% | -13.5% | -20.0% |
| 1Y | -30.0% | -4.7% | -25.2% | -27.9% |
| All | -30.0% | -5.1% | -24.9% | -27.9% |
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