+70.3%
BTI vs IOVA
+3.8%
+66.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.1% |
| 7D | -2.0% | -6.4% | +4.5% | -1.8% |
| 30D | -3.4% | +25.4% | -28.9% | -4.1% |
| 3M | -9.0% | +115.3% | -124.3% | -11.3% |
| 6M | -5.0% | +56.5% | -61.6% | -6.8% |
| YTD | -0.3% | +198.2% | -198.5% | -4.4% |
| 1Y | +3.1% | +242.0% | -238.9% | -1.8% |
| 3Y | +111.0% | +36.8% | +74.2% | +99.3% |
| 5Y | +117.0% | -64.3% | +181.3% | +109.9% |
| All | +70.3% | +3.8% | +66.4% | +65.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling