+105.1%
WMT vs FBTC
+60.2%
+45.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.1% | +1.3% |
| 7D | 0.0% | -3.1% | +3.1% | +0.1% |
| 30D | -7.4% | +22.0% | -29.4% | -7.7% |
| 3M | -10.9% | +21.6% | -32.5% | -11.2% |
| 6M | -12.7% | +9.2% | -21.9% | -12.8% |
| YTD | -3.2% | -11.8% | +8.6% | -2.9% |
| 1Y | +5.3% | -32.7% | +38.0% | +6.5% |
| All | +105.1% | +60.2% | +45.0% | +101.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling