-35.1%
FIS vs FBTC
+62.0%
-97.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.2% | -3.4% |
| 7D | -9.1% | +1.1% | -10.2% | -9.2% |
| 30D | -10.4% | +22.3% | -32.7% | -12.2% |
| 3M | -3.7% | +26.0% | -29.7% | -6.0% |
| 6M | -24.8% | +13.2% | -37.9% | -25.9% |
| YTD | -41.6% | -10.7% | -30.8% | -41.2% |
| 1Y | -42.7% | -30.0% | -12.8% | -41.0% |
| All | -35.1% | +62.0% | -97.1% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 FBTC 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