+47.7%
IWM vs FBTC
+42.6%
+5.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.4% |
| 7D | +1.4% | -9.2% | +10.6% | +3.3% |
| 30D | +2.3% | -15.8% | +18.1% | +5.7% |
| 3M | -8.3% | +8.7% | -17.0% | -10.1% |
| 6M | -1.3% | -13.6% | +12.3% | +1.0% |
| YTD | +13.5% | -21.5% | +35.0% | +17.4% |
| 1Y | +18.4% | -29.9% | +48.3% | +25.0% |
| All | +47.7% | +42.6% | +5.2% | +33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling