+69.2%
SHEL vs FBTC
+59.7%
+9.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | +3.9% | -5.8% | +9.8% | +4.2% |
| 30D | +7.0% | +21.4% | -14.5% | +5.8% |
| 3M | +12.5% | +24.5% | -12.0% | +11.0% |
| 6M | +14.8% | +9.9% | +4.9% | +13.9% |
| YTD | +34.2% | -12.0% | +46.2% | +34.6% |
| 1Y | +37.0% | -32.3% | +69.3% | +38.9% |
| All | +69.2% | +59.7% | +9.5% | +64.6% |
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