+56.8%
USB vs FBTC
+57.6%
-0.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -1.4% |
| 7D | -1.5% | -5.8% | +4.3% | -0.7% |
| 30D | +4.3% | -11.2% | +15.5% | +5.9% |
| 3M | -6.1% | +17.3% | -23.4% | -8.4% |
| 6M | +9.4% | -6.9% | +16.3% | +10.2% |
| YTD | +15.2% | -13.2% | +28.4% | +16.4% |
| 1Y | +32.8% | -26.9% | +59.7% | +37.7% |
| All | +56.8% | +57.6% | -0.8% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling