+111.9%
URI vs FBTC
+47.7%
+64.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.1% |
| 7D | +9.3% | -6.3% | +15.6% | +10.7% |
| 30D | +7.6% | -14.3% | +21.9% | +10.8% |
| 3M | +1.0% | +12.6% | -11.5% | -1.6% |
| 6M | +19.8% | -11.8% | +31.7% | +22.4% |
| YTD | +41.9% | -18.6% | +60.5% | +46.6% |
| 1Y | +33.4% | -29.9% | +63.3% | +42.3% |
| All | +111.9% | +47.7% | +64.1% | +95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling