+66.4%
FBTC vs AEE
+57.3%
+9.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.2% |
| 7D | +1.1% | +1.1% | +0.1% | +1.0% |
| 30D | +22.3% | 0.0% | +22.3% | +22.2% |
| 3M | +26.0% | -0.9% | +26.9% | +25.7% |
| 6M | +13.2% | -2.4% | +15.6% | +13.3% |
| YTD | -10.7% | +8.6% | -19.4% | -12.8% |
| 1Y | -30.0% | +10.2% | -40.1% | -31.7% |
| All | +66.4% | +57.3% | +9.2% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling