+177.6%
WELL vs FBTC
+62.5%
+115.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.5% |
| 7D | -1.3% | +1.5% | -2.9% | -1.4% |
| 30D | +0.5% | +20.7% | -20.2% | -0.2% |
| 3M | +19.1% | +23.7% | -4.6% | +18.1% |
| 6M | +17.0% | +15.0% | +1.9% | +16.3% |
| YTD | +29.2% | -10.5% | +39.7% | +29.7% |
| 1Y | +42.1% | -30.3% | +72.4% | +44.3% |
| All | +177.6% | +62.5% | +115.1% | +158.9% |
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