+14.1%
XLRE vs FBTC
-23.0%
+37.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.8% | +0.5% | +3.2% |
| 7D | +7.1% | -1.8% | +8.9% | +7.2% |
| 30D | +10.9% | -6.6% | +17.6% | +11.3% |
| 3M | +0.7% | +24.5% | -23.8% | -0.4% |
| 6M | +4.1% | -0.2% | +4.3% | +4.5% |
| YTD | +14.5% | -8.7% | +23.2% | +15.2% |
| 1Y | +14.1% | -20.7% | +34.8% | +15.8% |
| All | +14.1% | -23.0% | +37.1% | +15.8% |
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