+13.2%
ULTA vs FBTC
+60.2%
-46.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.0% |
| 7D | -3.1% | -3.1% | 0.0% | -2.7% |
| 30D | +2.8% | +22.0% | -19.2% | +0.3% |
| 3M | +14.8% | +21.6% | -6.9% | +11.9% |
| 6M | -16.2% | +9.2% | -25.4% | -17.4% |
| YTD | -9.6% | -11.8% | +2.2% | -8.9% |
| 1Y | +4.8% | -32.7% | +37.5% | +9.6% |
| All | +13.2% | +60.2% | -46.9% | +8.2% |
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 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