+22.4%
IQV vs FBTC
+60.2%
-37.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -2.2% | -3.1% | +0.9% | -1.8% |
| 30D | +8.3% | +22.0% | -13.7% | +5.5% |
| 3M | +44.6% | +21.6% | +22.9% | +40.6% |
| 6M | +52.6% | +9.2% | +43.3% | +50.3% |
| YTD | +16.1% | -11.8% | +27.9% | +17.2% |
| 1Y | +37.3% | -32.7% | +70.0% | +42.8% |
| All | +22.4% | +60.2% | -37.8% | +7.3% |
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