-29.9%
BITO vs IQV
+46.0%
-75.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.0% | -2.2% |
| 7D | +2.9% | +2.3% | +0.6% | +2.4% |
| 30D | +22.6% | +13.4% | +9.2% | +19.8% |
| 3M | +24.7% | +43.3% | -18.6% | +16.1% |
| 6M | +7.5% | +50.5% | -43.1% | -1.5% |
| YTD | -10.8% | +18.8% | -29.6% | -10.9% |
| 1Y | -29.9% | +45.5% | -75.4% | -33.5% |
| All | -29.9% | +46.0% | -75.9% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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