+44.9%
IBKR vs SSNC
-8.1%
+53.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +1.8% |
| 7D | -1.3% | -4.0% | +2.7% | -0.4% |
| 30D | -0.2% | +0.5% | -0.8% | -0.3% |
| 3M | +3.0% | +18.9% | -16.0% | -2.4% |
| 6M | +33.9% | +10.8% | +23.0% | +30.1% |
| YTD | +42.5% | -7.1% | +49.6% | +45.9% |
| 1Y | +44.9% | -9.6% | +54.5% | +47.9% |
| All | +44.9% | -8.1% | +53.0% | +47.9% |
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