+61.2%
FBTC vs CASY
+145.8%
-84.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -1.2% | +1.1% | -2.3% | -1.4% |
| 30D | -9.1% | +8.7% | -17.8% | -10.2% |
| 3M | +17.6% | -17.3% | +34.9% | +20.4% |
| 6M | -7.1% | -19.7% | +12.7% | -4.4% |
| YTD | -13.6% | +24.8% | -38.4% | -19.7% |
| 1Y | -25.1% | +31.9% | -57.0% | -31.6% |
| All | +61.2% | +145.8% | -84.6% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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