+64.5%
FBTC vs AEE
+55.3%
+9.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | +22.0% | -2.9% | +24.9% | +22.4% |
| 3M | +21.6% | -2.4% | +24.0% | +21.6% |
| 6M | +9.2% | -2.7% | +11.9% | +9.3% |
| YTD | -11.8% | +7.3% | -19.0% | -13.6% |
| 1Y | -32.7% | +7.5% | -40.2% | -34.1% |
| All | +64.5% | +55.3% | +9.2% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling