-7.9%
IOVA vs FBTC
+62.0%
-69.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -2.2% | +1.1% | -3.3% | -2.6% |
| 30D | +31.7% | +22.3% | +9.5% | +23.2% |
| 3M | +117.3% | +26.0% | +91.3% | +101.3% |
| 6M | +55.8% | +13.2% | +42.7% | +48.7% |
| YTD | +208.8% | -10.7% | +219.5% | +213.7% |
| 1Y | +255.7% | -30.0% | +285.7% | +291.8% |
| All | -7.9% | +62.0% | -69.9% | -29.7% |
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