+11.2%
TROW vs FBTC
+59.7%
-48.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.1% |
| 7D | -3.0% | -5.8% | +2.8% | -2.0% |
| 30D | -5.5% | +21.4% | -26.9% | -8.6% |
| 3M | +2.3% | +24.5% | -22.2% | -1.6% |
| 6M | +23.9% | +9.9% | +14.0% | +21.3% |
| YTD | +7.9% | -12.0% | +19.9% | +8.9% |
| 1Y | +6.1% | -32.3% | +38.5% | +11.4% |
| All | +11.2% | +59.7% | -48.5% | +1.8% |
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 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