+39.8%
WM vs FBTC
+54.5%
-14.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.2% |
| 7D | +0.8% | -6.8% | +7.5% | +0.7% |
| 30D | +13.8% | -9.9% | +23.7% | +13.6% |
| 3M | +6.4% | +17.5% | -11.1% | +6.5% |
| 6M | +13.2% | -9.1% | +22.3% | +13.4% |
| YTD | +10.8% | -14.9% | +25.7% | +11.1% |
| 1Y | +20.2% | -27.6% | +47.8% | +20.9% |
| All | +39.8% | +54.5% | -14.7% | +44.1% |
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