+54.0%
HCA vs FBTC
+60.2%
-6.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | +5.4% | -3.1% | +8.5% | +5.4% |
| 30D | +3.0% | +22.0% | -19.0% | +3.5% |
| 3M | +13.0% | +21.6% | -8.6% | +13.6% |
| 6M | -20.3% | +9.2% | -29.5% | -20.0% |
| YTD | -8.2% | -11.8% | +3.5% | -8.3% |
| 1Y | +6.7% | -32.7% | +39.4% | +5.7% |
| All | +54.0% | +60.2% | -6.2% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling