-35.1%
BITO vs IOVA
+259.8%
-294.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -0.4% |
| 7D | -3.4% | -2.2% | -1.3% | -3.3% |
| 30D | +21.4% | +27.6% | -6.2% | +19.3% |
| 3M | +20.5% | +117.2% | -96.7% | +13.7% |
| 6M | +7.4% | +77.7% | -70.3% | +2.3% |
| YTD | -13.9% | +215.0% | -228.9% | -23.7% |
| 1Y | -35.1% | +255.4% | -290.4% | -40.5% |
| All | -35.1% | +259.8% | -294.9% | -40.5% |
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