+156.8%
BITO vs IOVA
+36.1%
+120.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.1% |
| 7D | -5.8% | -6.4% | +0.6% | -5.3% |
| 30D | +21.1% | +25.4% | -4.3% | +18.9% |
| 3M | +23.5% | +115.3% | -91.8% | +15.2% |
| 6M | +8.3% | +56.5% | -48.3% | +2.9% |
| YTD | -13.9% | +198.2% | -212.0% | -23.2% |
| 1Y | -34.5% | +242.0% | -276.5% | -42.7% |
| All | +156.8% | +36.1% | +120.7% | +125.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling