-29.9%
FBTC vs EXR
+25.3%
-55.2%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | -9.2% | -0.4% | -8.7% | -9.1% |
| 30D | -15.8% | +18.2% | -34.0% | -18.1% |
| 3M | +8.7% | +7.3% | +1.3% | +7.5% |
| 6M | -13.6% | +13.8% | -27.5% | -16.0% |
| YTD | -21.5% | +25.9% | -47.4% | -22.6% |
| 1Y | -29.9% | +25.8% | -55.7% | -31.2% |
| All | -29.9% | +25.3% | -55.2% | -31.2% |
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