-40.8%
SOFI vs FBTC
-23.0%
-17.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.8% | +1.9% |
| 7D | +1.4% | -1.8% | +3.2% | +2.5% |
| 30D | +9.2% | -6.6% | +15.8% | +13.8% |
| 3M | -7.1% | +24.5% | -31.6% | -19.1% |
| 6M | +7.3% | -0.2% | +7.5% | +6.6% |
| YTD | -33.6% | -8.7% | -24.9% | -30.9% |
| 1Y | -40.8% | -20.7% | -20.1% | -30.8% |
| All | -40.8% | -23.0% | -17.8% | -30.8% |
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