+8.5%
NI vs FBTC
-23.0%
+31.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +1.4% |
| 7D | +3.9% | -1.8% | +5.7% | +4.0% |
| 30D | +15.3% | -6.6% | +21.9% | +15.5% |
| 3M | +2.4% | +24.5% | -22.1% | +1.7% |
| 6M | -4.5% | -0.2% | -4.4% | -3.8% |
| YTD | +11.4% | -8.7% | +20.1% | +12.5% |
| 1Y | +8.5% | -20.7% | +29.2% | +11.3% |
| All | +8.5% | -23.0% | +31.5% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling