+7.0%
SHW vs FBTC
-23.0%
+30.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.8% | +3.8% | +6.5% |
| 7D | +13.3% | -1.8% | +15.1% | +13.4% |
| 30D | +14.1% | -6.6% | +20.8% | +14.4% |
| 3M | +0.8% | +24.5% | -23.8% | -0.4% |
| 6M | +17.6% | -0.2% | +17.8% | +18.0% |
| YTD | +13.0% | -8.7% | +21.7% | +13.7% |
| 1Y | +7.0% | -20.7% | +27.7% | +7.8% |
| All | +7.0% | -23.0% | +30.0% | +7.8% |
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