+71.5%
XLE vs FBTC
+62.5%
+9.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.2% |
| 7D | 0.0% | +1.5% | -1.5% | -0.1% |
| 30D | +12.6% | +20.7% | -8.0% | +11.3% |
| 3M | +11.8% | +23.7% | -11.8% | +10.3% |
| 6M | +16.1% | +15.0% | +1.1% | +14.7% |
| YTD | +46.9% | -10.5% | +57.4% | +47.8% |
| 1Y | +53.3% | -30.3% | +83.5% | +57.2% |
| All | +71.5% | +62.5% | +9.0% | +65.5% |
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