+109.5%
URI vs FBTC
+54.8%
+54.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.3% | +8.2% | +7.1% |
| 7D | -4.0% | -2.4% | -1.6% | -3.6% |
| 30D | +6.8% | -9.1% | +15.9% | +8.8% |
| 3M | -2.8% | +15.0% | -17.8% | -5.7% |
| 6M | +20.9% | -6.9% | +27.7% | +22.1% |
| YTD | +40.2% | -14.7% | +54.9% | +43.6% |
| 1Y | +34.1% | -28.1% | +62.2% | +42.4% |
| All | +109.5% | +54.8% | +54.6% | +91.0% |
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