+64.5%
FBTC vs EQH
+74.6%
-10.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.4% |
| 7D | -3.1% | +0.7% | -3.8% | -3.5% |
| 30D | +22.0% | +2.8% | +19.2% | +20.1% |
| 3M | +21.6% | +23.1% | -1.5% | +8.8% |
| 6M | +9.2% | +41.4% | -32.2% | -10.0% |
| YTD | -11.8% | +14.3% | -26.0% | -18.6% |
| 1Y | -32.7% | +1.6% | -34.3% | -34.3% |
| All | +64.5% | +74.6% | -10.1% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling