-4.9%
IOVA vs FBTC
+62.5%
-67.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.5% |
| 7D | +5.1% | +1.5% | +3.5% | +4.5% |
| 30D | +37.2% | +20.7% | +16.5% | +28.9% |
| 3M | +117.5% | +23.7% | +93.8% | +102.7% |
| 6M | +69.6% | +15.0% | +54.6% | +61.0% |
| YTD | +218.7% | -10.5% | +229.2% | +223.4% |
| 1Y | +265.5% | -30.3% | +295.8% | +303.2% |
| All | -4.9% | +62.5% | -67.4% | -27.5% |
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