+277.4%
ROIV vs FBTC
+62.5%
+215.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.7% | +20.5% | +19.0% |
| 7D | +20.2% | +1.5% | +18.6% | +19.8% |
| 30D | +14.1% | +20.7% | -6.5% | +10.9% |
| 3M | +45.6% | +23.7% | +21.9% | +40.7% |
| 6M | +44.1% | +15.0% | +29.1% | +40.9% |
| YTD | +91.2% | -10.5% | +101.7% | +90.9% |
| 1Y | +221.3% | -30.3% | +251.6% | +227.7% |
| All | +277.4% | +62.5% | +215.0% | +251.1% |
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