+30.2%
SW vs FBTC
+65.8%
-35.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.2% | +3.6% |
| 7D | +12.1% | -1.8% | +13.8% | +12.4% |
| 30D | +6.6% | -6.6% | +13.2% | +7.8% |
| 3M | -6.0% | +24.5% | -30.5% | -10.2% |
| 6M | +21.5% | -0.2% | +21.6% | +20.8% |
| YTD | +20.3% | -8.7% | +29.0% | +21.0% |
| 1Y | +28.1% | -20.7% | +48.9% | +32.4% |
| All | +30.2% | +65.8% | -35.6% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling