+46.2%
HST vs FBTC
+56.9%
-10.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -2.7% | -1.2% | -1.5% | -2.5% |
| 30D | +10.7% | -9.1% | +19.8% | +12.1% |
| 3M | +6.3% | +17.6% | -11.3% | +3.8% |
| 6M | +19.0% | -7.1% | +26.1% | +19.8% |
| YTD | +47.0% | -13.6% | +60.6% | +48.5% |
| 1Y | +53.4% | -25.1% | +78.5% | +58.2% |
| All | +46.2% | +56.9% | -10.8% | +30.8% |
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