+112.4%
BTSG vs IOVA
+189.0%
-76.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.7% | +4.1% | -1.5% |
| 7D | +8.5% | -1.4% | +9.9% | +8.5% |
| 30D | +14.0% | -47.4% | +61.4% | +15.4% |
| 3M | +19.7% | +13.2% | +6.5% | +17.2% |
| 6M | +28.7% | +114.3% | -85.6% | +22.3% |
| YTD | +90.8% | +179.5% | -88.7% | +79.8% |
| 1Y | +112.4% | +200.4% | -88.0% | +101.2% |
| All | +112.4% | +189.0% | -76.6% | +101.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling