+64.5%
FBTC vs WU
-27.5%
+92.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -3.1% | -3.5% | +0.4% | -2.5% |
| 30D | +22.0% | -2.9% | +25.0% | +22.6% |
| 3M | +21.6% | -2.3% | +23.9% | +21.0% |
| 6M | +9.2% | -25.4% | +34.6% | +14.7% |
| YTD | -11.8% | -21.2% | +9.4% | -8.7% |
| 1Y | -32.7% | -8.9% | -23.8% | -33.1% |
| All | +64.5% | -27.5% | +92.0% | +72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling