-27.5%
FBTC vs EQH
+2.5%
-30.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.1% |
| 7D | +2.9% | +5.5% | -2.6% | +0.8% |
| 30D | +23.0% | +3.2% | +19.8% | +21.2% |
| 3M | +25.6% | +32.5% | -7.0% | +10.5% |
| 6M | +9.0% | +33.7% | -24.7% | -5.3% |
| YTD | -8.9% | +13.4% | -22.4% | -16.3% |
| 1Y | -27.5% | +0.6% | -28.1% | -32.1% |
| All | -27.5% | +2.5% | -30.0% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling