+176.3%
WELL vs FBTC
+65.3%
+111.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.5% | -2.0% |
| 7D | -0.8% | +2.9% | -3.7% | -0.9% |
| 30D | -0.1% | +23.0% | -23.1% | -0.8% |
| 3M | +18.0% | +25.6% | -7.6% | +17.0% |
| 6M | +15.0% | +9.0% | +6.0% | +14.6% |
| YTD | +28.6% | -8.9% | +37.6% | +29.1% |
| 1Y | +42.9% | -27.5% | +70.5% | +44.8% |
| All | +176.3% | +65.3% | +111.0% | +157.6% |
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 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