+25.0%
IQV vs FBTC
-23.0%
+48.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.4% | 0.0% |
| 7D | -5.5% | -1.8% | -3.7% | -5.2% |
| 30D | -0.9% | -6.6% | +5.8% | +0.2% |
| 3M | +15.6% | +24.5% | -8.9% | +11.8% |
| 6M | +63.9% | -0.2% | +64.1% | +64.5% |
| YTD | +17.0% | -8.7% | +25.7% | +16.9% |
| 1Y | +25.0% | -20.7% | +45.8% | +24.4% |
| All | +25.0% | -23.0% | +48.1% | +24.4% |
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