+307.2%
BTI vs IOVA
-92.6%
+399.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.5% |
| 3M | +9.6% | +19.0% | -9.4% | +9.3% |
| 6M | -2.4% | +112.0% | -114.5% | -3.2% |
| YTD | +14.2% | +184.2% | -170.0% | +13.0% |
| 1Y | +20.3% | +222.0% | -201.7% | +18.8% |
| 3Y | +147.4% | +92.6% | +54.9% | +143.7% |
| 5Y | +155.4% | -63.2% | +218.6% | +152.8% |
| 10Y | +127.3% | +2.1% | +125.2% | +124.2% |
| All | +307.2% | -92.6% | +399.8% | +304.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling