Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SIMO vs FBTC✓SelectedUSD · FBTCSIMO vs FBTC performance historyLatest closeAs of+8.70%09/04
Stock and ETF performance explorer

SIMO vs FBTC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+325.0%
FBTC return
+65.3%
Excess return
+259.7%
Maximum drawdown
-52.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioFBTCExcessAlpha
1D+8.7%-2.5%+11.2%+9.2%
7D+4.2%+2.9%+1.3%+3.5%
30D+4.1%+23.0%-18.9%-0.7%
3M-12.9%+25.6%-38.5%-17.2%
6M+110.3%+9.0%+101.3%+104.9%
YTD+178.6%-8.9%+187.5%+179.0%
1Y+220.0%-27.5%+247.5%+236.8%
All+325.0%+65.3%+259.7%+291.6%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling