+105.1%
URI vs FBTC
+52.5%
+52.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.8% |
| 7D | -6.0% | -5.4% | -0.6% | -4.9% |
| 30D | +4.6% | -10.5% | +15.1% | +6.8% |
| 3M | -2.7% | +15.1% | -17.8% | -5.6% |
| 6M | +18.4% | -8.3% | +26.6% | +20.0% |
| YTD | +37.4% | -16.0% | +53.3% | +41.1% |
| 1Y | +30.4% | -30.7% | +61.1% | +39.5% |
| All | +105.1% | +52.5% | +52.6% | +87.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling