+61.0%
IBIT vs IOVA
-12.5%
+73.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -0.7% |
| 7D | -1.1% | -5.2% | +4.1% | -0.7% |
| 30D | -9.2% | -37.8% | +28.6% | -6.5% |
| 3M | +17.5% | +29.5% | -12.0% | +13.3% |
| 6M | -7.2% | +96.6% | -103.7% | -14.7% |
| YTD | -13.6% | +194.5% | -208.1% | -24.7% |
| 1Y | -25.1% | +248.1% | -273.2% | -36.0% |
| All | +61.0% | -12.5% | +73.5% | +49.1% |
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 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