-23.4%
BITO vs IOVA
+362.8%
-386.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +3.0% |
| 7D | -1.9% | -41.3% | +39.3% | +0.1% |
| 30D | -6.7% | -38.5% | +31.8% | -5.1% |
| 3M | +23.1% | +99.5% | -76.5% | +18.2% |
| 6M | -2.0% | +126.0% | -128.0% | -6.7% |
| YTD | -11.4% | +218.7% | -230.1% | -18.8% |
| 1Y | -23.4% | +378.0% | -401.4% | -31.0% |
| All | -23.4% | +362.8% | -386.1% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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