+66.7%
IBIT vs SSNC
+38.0%
+28.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +2.0% | -0.2% |
| 7D | +1.4% | -1.8% | +3.2% | +2.3% |
| 30D | +20.6% | +1.9% | +18.7% | +19.8% |
| 3M | +23.7% | +18.4% | +5.3% | +14.4% |
| 6M | +15.0% | +7.0% | +8.0% | +11.9% |
| YTD | -10.6% | -6.9% | -3.7% | -6.2% |
| 1Y | -30.3% | -8.2% | -22.1% | -26.5% |
| All | +66.7% | +38.0% | +28.7% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling