-64.1%
FISV vs FBTC
+59.7%
-123.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -7.2% | -5.8% | -1.4% | -6.5% |
| 30D | -7.2% | +21.4% | -28.6% | -9.6% |
| 3M | -8.2% | +24.5% | -32.6% | -11.1% |
| 6M | -17.7% | +9.9% | -27.6% | -19.1% |
| YTD | -27.2% | -12.0% | -15.1% | -26.4% |
| 1Y | -63.0% | -32.3% | -30.6% | -61.1% |
| All | -64.1% | +59.7% | -123.8% | -65.1% |
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