+18.8%
IWM vs FBTC
-30.5%
+49.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | -0.8% |
| 7D | +2.8% | -6.3% | +9.0% | +4.0% |
| 30D | +0.6% | -14.3% | +14.9% | +3.5% |
| 3M | -7.8% | +12.6% | -20.3% | -10.0% |
| 6M | -1.0% | -11.8% | +10.9% | +1.2% |
| YTD | +13.9% | -18.6% | +32.5% | +15.4% |
| All | +18.8% | -30.5% | +49.3% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling