-27.5%
FBTC vs EXR
+1.1%
-28.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.3% |
| 7D | +2.9% | -2.6% | +5.5% | +3.5% |
| 30D | +23.0% | -7.2% | +30.2% | +24.9% |
| 3M | +25.6% | -3.5% | +29.1% | +26.0% |
| 6M | +9.0% | -5.3% | +14.3% | +9.5% |
| YTD | -8.9% | +9.4% | -18.3% | -10.6% |
| 1Y | -27.5% | +1.3% | -28.9% | -28.1% |
| All | -27.5% | +1.1% | -28.6% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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