+94.9%
WFC vs FBTC
+62.0%
+32.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +0.4% | +1.1% | -0.7% | +0.2% |
| 30D | +2.5% | +22.3% | -19.8% | -0.9% |
| 3M | +10.0% | +26.0% | -16.0% | +5.7% |
| 6M | +15.1% | +13.2% | +1.9% | +12.0% |
| YTD | -2.2% | -10.7% | +8.5% | -1.6% |
| 1Y | +13.5% | -30.0% | +43.4% | +18.5% |
| All | +94.9% | +62.0% | +32.9% | +71.3% |
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