+29.8%
HST vs FBTC
+62.5%
-32.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | +2.0% | +1.5% | +0.4% | +1.7% |
| 30D | -5.2% | +20.7% | -25.9% | -7.7% |
| 3M | -6.2% | +23.7% | -29.9% | -9.1% |
| 6M | +20.4% | +15.0% | +5.4% | +17.6% |
| YTD | +30.6% | -10.5% | +41.1% | +31.4% |
| 1Y | +37.4% | -30.3% | +67.6% | +43.0% |
| All | +29.8% | +62.5% | -32.6% | +15.7% |
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