+34.2%
BEN vs FBTC
+59.7%
-25.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | +0.3% | -5.8% | +6.2% | +1.3% |
| 30D | +0.9% | +21.4% | -20.5% | -2.6% |
| 3M | +9.2% | +24.5% | -15.3% | +4.9% |
| 6M | +36.8% | +9.9% | +26.9% | +34.0% |
| YTD | +44.4% | -12.0% | +56.4% | +45.9% |
| 1Y | +45.8% | -32.3% | +78.2% | +53.6% |
| All | +34.2% | +59.7% | -25.5% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling