+87.5%
URI vs FBTC
+65.3%
+22.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +2.1% |
| 7D | -2.0% | +2.9% | -4.9% | -2.5% |
| 30D | -12.9% | +23.0% | -36.0% | -16.6% |
| 3M | -6.7% | +25.6% | -32.3% | -11.2% |
| 6M | +19.0% | +9.0% | +10.0% | +16.2% |
| YTD | +25.5% | -8.9% | +34.5% | +27.1% |
| 1Y | +5.5% | -27.5% | +33.1% | +11.8% |
| All | +87.5% | +65.3% | +22.2% | +69.0% |
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 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