-11.1%
AXP vs FBTC
-32.9%
+21.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.3% |
| 7D | -0.1% | -9.2% | +9.0% | +1.3% |
| 30D | +4.4% | -15.8% | +20.2% | +7.1% |
| 3M | -6.4% | +8.7% | -15.1% | -7.9% |
| 6M | +4.2% | -13.6% | +17.8% | +5.9% |
| YTD | -12.4% | -21.5% | +9.1% | -11.1% |
| 1Y | -11.1% | -29.9% | +18.8% | -8.7% |
| All | -11.1% | -32.9% | +21.8% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 FBTC 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