+64.0%
IWD vs FBTC
+65.3%
-1.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.4% |
| 7D | -0.3% | +2.9% | -3.2% | -0.6% |
| 30D | +0.6% | +23.0% | -22.4% | -1.5% |
| 3M | +7.2% | +25.6% | -18.4% | +4.7% |
| 6M | +16.2% | +9.0% | +7.2% | +14.9% |
| YTD | +23.3% | -8.9% | +32.3% | +23.6% |
| 1Y | +29.6% | -27.5% | +57.1% | +32.5% |
| All | +64.0% | +65.3% | -1.3% | +55.2% |
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