+66.4%
FBTC vs EXEL
+157.2%
-90.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | +1.1% | -0.3% | +1.5% | +1.2% |
| 30D | +22.3% | +10.1% | +12.1% | +21.2% |
| 3M | +26.0% | +10.1% | +15.9% | +24.9% |
| 6M | +13.2% | +37.7% | -24.5% | +10.0% |
| YTD | -10.7% | +33.1% | -43.8% | -13.1% |
| 1Y | -30.0% | +52.4% | -82.3% | -32.6% |
| All | +66.4% | +157.2% | -90.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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