+69.8%
FBTC vs FIVN
-57.1%
+126.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.1% |
| 7D | +2.9% | -2.3% | +5.2% | +3.4% |
| 30D | +23.0% | +12.4% | +10.6% | +20.0% |
| 3M | +25.6% | +36.0% | -10.4% | +17.9% |
| 6M | +9.0% | +86.0% | -77.0% | -5.0% |
| YTD | -8.9% | +65.9% | -74.9% | -19.3% |
| 1Y | -27.5% | +26.5% | -54.0% | -32.1% |
| All | +69.8% | -57.1% | +126.9% | +86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling