-11.6%
IOVA vs FBTC
+54.5%
-66.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.3% |
| 7D | -7.0% | -6.8% | -0.2% | -4.6% |
| 30D | -44.4% | -9.9% | -34.6% | -42.1% |
| 3M | +24.7% | +17.5% | +7.2% | +18.8% |
| 6M | +118.6% | -9.1% | +127.7% | +125.3% |
| YTD | +196.3% | -14.9% | +211.2% | +207.4% |
| 1Y | +205.3% | -27.6% | +232.9% | +234.3% |
| All | -11.6% | +54.5% | -66.1% | -31.1% |
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 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