+66.4%
FBTC vs WU
-27.4%
+93.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +1.1% | -4.9% | +6.0% | +2.0% |
| 30D | +22.3% | -1.3% | +23.5% | +22.4% |
| 3M | +26.0% | -3.6% | +29.5% | +25.7% |
| 6M | +13.2% | -24.3% | +37.5% | +18.5% |
| YTD | -10.7% | -21.1% | +10.3% | -7.6% |
| 1Y | -30.0% | -10.3% | -19.6% | -30.0% |
| All | +66.4% | -27.4% | +93.8% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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