+52.1%
USFD vs FBTC
-29.8%
+81.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.2% |
| 7D | +3.9% | -2.4% | +6.3% | +4.2% |
| 30D | +12.8% | -9.1% | +22.0% | +13.7% |
| 3M | +1.0% | +15.0% | -14.0% | -0.4% |
| 6M | +30.3% | -6.9% | +37.1% | +31.3% |
| YTD | +46.0% | -14.7% | +60.7% | +52.8% |
| All | +52.1% | -29.8% | +81.9% | +66.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling