+46.2%
IBIT vs IOVA
-15.6%
+61.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -3.7% |
| 7D | -9.2% | -3.5% | -5.7% | -8.9% |
| 30D | -15.8% | -45.4% | +29.6% | -12.4% |
| 3M | +8.5% | +19.0% | -10.5% | +5.3% |
| 6M | -13.7% | +112.0% | -125.7% | -21.2% |
| YTD | -21.6% | +184.2% | -205.8% | -31.5% |
| 1Y | -30.0% | +222.0% | -251.9% | -39.7% |
| All | +46.2% | -15.6% | +61.8% | +35.8% |
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