+41.5%
LMT vs FBTC
+42.6%
-1.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -1.4% |
| 7D | +5.1% | -9.2% | +14.3% | +5.0% |
| 30D | +14.1% | -15.8% | +29.9% | +13.9% |
| 3M | +0.3% | +8.7% | -8.4% | +0.2% |
| 6M | +16.1% | -13.6% | +29.7% | +16.2% |
| YTD | +25.5% | -21.5% | +46.9% | +25.5% |
| 1Y | +34.1% | -29.9% | +64.1% | +34.2% |
| All | +41.5% | +42.6% | -1.1% | +42.9% |
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