+44.7%
IBKR vs FBTC
-28.2%
+72.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.8% |
| 7D | -3.3% | +2.9% | -6.2% | -4.5% |
| 30D | +4.5% | +23.0% | -18.6% | -5.1% |
| 3M | +6.5% | +25.6% | -19.1% | -4.3% |
| 6M | +34.2% | +9.0% | +25.2% | +27.9% |
| YTD | +44.5% | -8.9% | +53.4% | +46.0% |
| 1Y | +44.7% | -27.5% | +72.2% | +62.1% |
| All | +44.7% | -28.2% | +72.9% | +62.1% |
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 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