+8.7%
HON vs FBTC
+62.0%
-53.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | -0.6% | +1.1% | -1.7% | -0.7% |
| 30D | -15.4% | +22.3% | -37.7% | -17.1% |
| 3M | -9.1% | +26.0% | -35.1% | -11.2% |
| 6M | -17.1% | +13.2% | -30.2% | -18.2% |
| YTD | +1.5% | -10.7% | +12.3% | +1.8% |
| 1Y | -1.3% | -30.0% | +28.6% | +0.9% |
| All | +8.7% | +62.0% | -53.3% | +4.2% |
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