+52.4%
IBB vs FBTC
+62.5%
-10.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -2.0% |
| 7D | -1.7% | +1.5% | -3.2% | -1.8% |
| 30D | +4.9% | +20.7% | -15.8% | +2.5% |
| 3M | +24.2% | +23.7% | +0.6% | +21.0% |
| 6M | +23.8% | +15.0% | +8.8% | +21.6% |
| YTD | +23.0% | -10.5% | +33.5% | +23.3% |
| 1Y | +46.2% | -30.3% | +76.4% | +50.2% |
| All | +52.4% | +62.5% | -10.1% | +42.1% |
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