+66.4%
FBTC vs FIVN
-60.9%
+127.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.2% |
| 7D | +1.1% | -9.6% | +10.7% | +2.9% |
| 30D | +22.3% | -11.9% | +34.2% | +24.8% |
| 3M | +26.0% | +40.1% | -14.1% | +17.4% |
| 6M | +13.2% | +68.3% | -55.2% | +0.3% |
| YTD | -10.7% | +51.5% | -62.2% | -19.7% |
| 1Y | -30.0% | +15.1% | -45.1% | -33.3% |
| All | +66.4% | -60.9% | +127.3% | +86.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling