+29.7%
Q vs FBTC
-32.1%
+61.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.0% | +2.9% |
| 7D | +6.7% | +1.5% | +5.2% | +6.1% |
| 30D | -10.6% | +20.7% | -31.3% | -16.7% |
| 3M | -14.6% | +23.7% | -38.3% | -21.1% |
| 6M | +12.1% | +15.0% | -3.0% | +6.8% |
| YTD | +51.3% | -10.5% | +61.8% | +51.7% |
| All | +29.7% | -32.1% | +61.7% | +33.6% |
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