+8.2%
PHM vs FBTC
-32.9%
+41.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.1% |
| 7D | -4.1% | -9.2% | +5.0% | -4.1% |
| 30D | +16.1% | -15.8% | +31.9% | +16.1% |
| 3M | -2.5% | +8.7% | -11.2% | -2.3% |
| 6M | +12.9% | -13.6% | +26.5% | +13.3% |
| YTD | +9.0% | -21.5% | +30.5% | +8.4% |
| 1Y | +8.2% | -29.9% | +38.1% | +7.0% |
| All | +8.2% | -32.9% | +41.1% | +7.0% |
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