+56.1%
DRI vs FBTC
+52.5%
+3.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | +4.2% | -5.4% | +9.6% | +4.6% |
| 30D | +15.7% | -10.5% | +26.2% | +16.5% |
| 3M | +5.8% | +15.1% | -9.3% | +4.8% |
| 6M | +18.4% | -8.3% | +26.7% | +19.0% |
| YTD | +28.2% | -16.0% | +44.2% | +29.4% |
| 1Y | +35.9% | -30.7% | +66.6% | +39.1% |
| All | +56.1% | +52.5% | +3.6% | +50.2% |
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