-26.0%
CDW vs FBTC
+56.9%
-82.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +2.1% | -1.2% | +3.3% | +2.3% |
| 30D | +14.7% | -9.1% | +23.9% | +16.2% |
| 3M | +11.1% | +17.6% | -6.4% | +9.1% |
| 6M | +45.6% | -7.1% | +52.7% | +46.9% |
| YTD | +17.1% | -13.6% | +30.6% | +18.9% |
| 1Y | +13.2% | -25.1% | +38.2% | +17.3% |
| All | -26.0% | +56.9% | -82.9% | -30.6% |
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