+151.7%
CART vs FBTC
+52.5%
+99.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | +0.3% | -5.4% | +5.6% | +1.0% |
| 30D | +22.4% | -10.5% | +32.9% | +24.2% |
| 3M | +15.6% | +15.1% | +0.6% | +13.2% |
| 6M | +44.9% | -8.3% | +53.2% | +46.0% |
| YTD | +30.0% | -16.0% | +46.0% | +31.6% |
| 1Y | +56.6% | -30.7% | +87.3% | +62.6% |
| All | +151.7% | +52.5% | +99.2% | +126.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling