+69.9%
NI vs FBTC
+59.7%
+10.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -0.6% | -5.8% | +5.3% | -0.3% |
| 30D | -1.4% | +21.4% | -22.8% | -2.4% |
| 3M | -10.6% | +24.5% | -35.0% | -11.6% |
| 6M | -9.9% | +9.9% | -19.8% | -10.4% |
| YTD | +1.2% | -12.0% | +13.2% | +1.7% |
| 1Y | +4.4% | -32.3% | +36.8% | +6.4% |
| All | +69.9% | +59.7% | +10.2% | +62.3% |
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 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