+20.3%
IQV vs FBTC
+59.7%
-39.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.6% | +0.3% |
| 7D | -5.3% | -5.8% | +0.6% | -4.5% |
| 30D | +5.5% | +21.4% | -15.9% | +2.8% |
| 3M | +41.2% | +24.5% | +16.8% | +36.9% |
| 6M | +50.5% | +9.9% | +40.6% | +48.1% |
| YTD | +14.1% | -12.0% | +26.2% | +15.2% |
| 1Y | +39.9% | -32.3% | +72.3% | +45.5% |
| All | +20.3% | +59.7% | -39.4% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling