+26.9%
RMD vs FBTC
+62.0%
-35.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -4.7% | +1.1% | -5.8% | -4.8% |
| 30D | +0.2% | +22.3% | -22.0% | -1.4% |
| 3M | +12.0% | +26.0% | -14.0% | +9.8% |
| 6M | -12.5% | +13.2% | -25.7% | -13.6% |
| YTD | -7.9% | -10.7% | +2.8% | -7.6% |
| 1Y | -20.4% | -30.0% | +9.6% | -18.6% |
| All | +26.9% | +62.0% | -35.1% | +21.0% |
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 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