+10.6%
IBKR vs SSNC
-3.9%
+14.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.2% | +0.9% |
| 7D | -6.8% | -1.1% | -5.6% | -6.5% |
| 30D | -12.5% | +0.6% | -13.2% | -12.9% |
| 3M | -12.0% | -1.5% | -10.6% | -11.9% |
| 6M | -4.5% | +15.8% | -20.3% | -9.2% |
| YTD | +21.5% | -8.0% | +29.4% | +27.5% |
| 1Y | +10.6% | -5.8% | +16.5% | +12.4% |
| All | +10.6% | -3.9% | +14.6% | +12.4% |
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