+20.1%
IQV vs FBTC
+62.0%
-41.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.6% | +1.1% | -3.7% | -2.7% |
| 30D | +6.2% | +22.3% | -16.1% | +3.4% |
| 3M | +38.0% | +26.0% | +12.0% | +33.5% |
| 6M | +43.9% | +13.2% | +30.8% | +41.0% |
| YTD | +14.0% | -10.7% | +24.7% | +14.9% |
| 1Y | +35.5% | -30.0% | +65.5% | +40.3% |
| All | +20.1% | +62.0% | -41.9% | +5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling