+154.4%
BTI vs IOVA
-63.3%
+217.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +1.4% |
| 7D | +1.6% | -3.5% | +5.1% | +1.7% |
| 30D | +9.2% | -45.4% | +54.6% | +9.8% |
| 3M | +9.6% | +19.0% | -9.4% | +8.7% |
| 6M | -2.4% | +112.0% | -114.5% | -4.6% |
| YTD | +14.2% | +184.2% | -170.0% | +10.6% |
| 1Y | +20.3% | +222.0% | -201.7% | +16.1% |
| 3Y | +147.4% | +92.6% | +54.9% | +133.4% |
| All | +154.4% | -63.3% | +217.6% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling