+71.3%
XLE vs FBTC
+47.7%
+23.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.4% | +5.9% | +1.7% |
| 7D | +4.4% | -6.3% | +10.6% | +4.7% |
| 30D | -4.3% | -14.3% | +10.0% | -3.6% |
| 3M | +6.0% | +12.6% | -6.5% | +5.0% |
| 6M | +13.2% | -11.8% | +25.1% | +13.8% |
| YTD | +46.7% | -18.6% | +65.4% | +48.2% |
| 1Y | +46.6% | -29.9% | +76.5% | +49.8% |
| All | +71.3% | +47.7% | +23.6% | +66.0% |
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