+58.9%
IBIT vs IOVA
-11.1%
+70.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.4% |
| 7D | -2.4% | +1.9% | -4.2% | -2.6% |
| 30D | -9.1% | -44.1% | +35.0% | -5.6% |
| 3M | +15.0% | +28.9% | -13.9% | +10.9% |
| 6M | -6.9% | +125.7% | -132.6% | -15.4% |
| YTD | -14.8% | +199.3% | -214.0% | -25.8% |
| 1Y | -28.1% | +255.2% | -283.3% | -38.7% |
| All | +58.9% | -11.1% | +70.0% | +46.9% |
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 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