+20.0%
WM vs FBTC
-29.8%
+49.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | 0.0% |
| 7D | -0.5% | -2.4% | +1.9% | -0.7% |
| 30D | +13.3% | -9.1% | +22.4% | +12.3% |
| 3M | +4.4% | +15.0% | -10.6% | +5.8% |
| 6M | +10.8% | -6.9% | +17.7% | +11.2% |
| YTD | +9.1% | -14.7% | +23.8% | +9.6% |
| All | +20.0% | -29.8% | +49.8% | +17.3% |
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 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