+37.3%
GEN vs FBTC
+52.5%
-15.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.9% |
| 7D | +1.0% | -5.4% | +6.4% | +1.7% |
| 30D | +29.1% | -10.5% | +39.5% | +30.7% |
| 3M | +2.9% | +15.1% | -12.2% | +0.9% |
| 6M | +33.6% | -8.3% | +41.9% | +34.5% |
| YTD | +12.0% | -16.0% | +28.0% | +13.1% |
| 1Y | +16.2% | -30.7% | +46.9% | +19.8% |
| All | +37.3% | +52.5% | -15.2% | +28.5% |
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