+88.5%
URI vs FBTC
+62.5%
+26.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.9% |
| 7D | +2.5% | +1.5% | +1.0% | +2.2% |
| 30D | -12.5% | +20.7% | -33.2% | -15.9% |
| 3M | -6.2% | +23.7% | -29.8% | -10.4% |
| 6M | +25.9% | +15.0% | +10.8% | +21.4% |
| YTD | +26.2% | -10.5% | +36.7% | +28.1% |
| 1Y | +5.5% | -30.3% | +35.7% | +12.7% |
| All | +88.5% | +62.5% | +26.0% | +70.5% |
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