+64.5%
FBTC vs FIVN
-60.5%
+125.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.1% |
| 7D | -3.1% | -7.8% | +4.7% | -1.8% |
| 30D | +22.0% | -1.7% | +23.8% | +22.3% |
| 3M | +21.6% | +47.2% | -25.6% | +12.4% |
| 6M | +9.2% | +82.7% | -73.5% | -4.8% |
| YTD | -11.8% | +52.9% | -64.7% | -20.7% |
| 1Y | -32.7% | +17.5% | -50.2% | -36.1% |
| All | +64.5% | -60.5% | +125.0% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling