-10.6%
BITO vs IQV
+4.8%
-15.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.6% |
| 7D | -3.4% | -2.2% | -1.2% | -2.7% |
| 30D | +21.4% | +8.3% | +13.1% | +18.3% |
| 3M | +20.5% | +44.6% | -24.1% | +5.0% |
| 6M | +7.4% | +52.6% | -45.2% | -9.2% |
| YTD | -13.9% | +16.1% | -30.0% | -19.1% |
| 1Y | -35.1% | +37.3% | -72.3% | -43.2% |
| 3Y | +156.8% | +21.6% | +135.3% | +129.2% |
| All | -10.6% | +4.8% | -15.4% | -14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling