-21.4%
SWKS vs FBTC
+65.3%
-86.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +6.1% | +4.0% |
| 7D | +12.5% | +2.9% | +9.6% | +11.8% |
| 30D | +10.5% | +23.0% | -12.5% | +5.8% |
| 3M | -7.4% | +25.6% | -33.0% | -11.7% |
| 6M | +32.7% | +9.0% | +23.7% | +29.5% |
| YTD | +19.2% | -8.9% | +28.1% | +20.0% |
| 1Y | +2.4% | -27.5% | +29.9% | +8.2% |
| All | -21.4% | +65.3% | -86.7% | -28.4% |
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