+68.5%
IWD vs FBTC
+54.5%
+14.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -0.6% | -6.8% | +6.2% | +0.1% |
| 30D | +3.6% | -9.9% | +13.5% | +4.6% |
| 3M | +2.7% | +17.5% | -14.8% | +0.9% |
| 6M | +13.2% | -9.1% | +22.3% | +13.9% |
| YTD | +26.8% | -14.9% | +41.6% | +27.8% |
| 1Y | +29.3% | -27.6% | +56.8% | +32.2% |
| All | +68.5% | +54.5% | +14.0% | +60.4% |
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 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