-20.7%
FBTC vs WSM
+44.0%
-64.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.5% | -3.6% | +1.2% |
| 7D | -1.8% | +8.0% | -9.8% | -3.7% |
| 30D | -6.6% | +13.5% | -20.1% | -9.7% |
| 3M | +24.5% | +8.8% | +15.7% | +21.3% |
| 6M | -0.2% | +54.7% | -54.9% | -12.9% |
| YTD | -8.7% | +53.3% | -62.0% | -17.8% |
| 1Y | -20.7% | +41.1% | -61.9% | -27.6% |
| All | -20.7% | +44.0% | -64.7% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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