+62.6%
IWD vs FBTC
+62.5%
+0.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | -0.2% | +1.5% | -1.7% | -0.3% |
| 30D | -0.8% | +20.7% | -21.5% | -2.6% |
| 3M | +8.0% | +23.7% | -15.6% | +5.7% |
| 6M | +18.2% | +15.0% | +3.2% | +16.3% |
| YTD | +22.3% | -10.5% | +32.8% | +22.8% |
| 1Y | +28.9% | -30.3% | +59.1% | +32.3% |
| All | +62.6% | +62.5% | +0.2% | +54.2% |
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 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