+222.0%
IOVA vs BTG
+17.5%
+204.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.0% |
| 7D | -3.5% | -9.1% | +5.6% | -0.4% |
| 30D | -45.4% | -1.6% | -43.8% | -45.0% |
| 3M | +19.0% | -2.8% | +21.8% | +20.2% |
| 6M | +112.0% | -7.6% | +119.6% | +115.7% |
| YTD | +184.2% | +10.2% | +174.0% | +157.4% |
| 1Y | +222.0% | +21.3% | +200.7% | +167.1% |
| All | +222.0% | +17.5% | +204.5% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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