-21.7%
UNH vs FBTC
+62.5%
-84.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.0% |
| 7D | +1.1% | +1.5% | -0.4% | +1.1% |
| 30D | -1.5% | +20.7% | -22.2% | -2.0% |
| 3M | -0.8% | +23.7% | -24.5% | -1.4% |
| 6M | +41.8% | +15.0% | +26.8% | +41.1% |
| YTD | +23.1% | -10.5% | +33.6% | +22.4% |
| 1Y | +28.5% | -30.3% | +58.8% | +28.1% |
| All | -21.7% | +62.5% | -84.1% | -24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling