+51.7%
FBTC vs RY
+119.7%
-68.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.1% |
| 7D | -6.3% | -0.5% | -5.7% | -5.9% |
| 30D | -14.3% | +4.7% | -19.0% | -17.1% |
| 3M | +12.6% | -4.5% | +17.0% | +16.4% |
| 6M | -11.8% | +12.5% | -24.4% | -20.7% |
| YTD | -18.6% | +21.1% | -39.8% | -31.2% |
| 1Y | -29.9% | +38.6% | -68.6% | -47.0% |
| All | +51.7% | +119.7% | -68.0% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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