+182.6%
SMH vs FBTC
+42.6%
+140.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -2.0% |
| 7D | +4.9% | -9.2% | +14.1% | +7.7% |
| 30D | -13.8% | -15.8% | +2.0% | -9.6% |
| 3M | -17.4% | +8.7% | -26.0% | -19.1% |
| 6M | -15.0% | -13.6% | -1.4% | -11.9% |
| YTD | +35.2% | -21.5% | +56.6% | +41.8% |
| 1Y | +41.6% | -29.9% | +71.5% | +52.3% |
| All | +182.6% | +42.6% | +140.0% | +171.4% |
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