+35.0%
IOVA vs BTG
+94.1%
-59.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.6% |
| 7D | -6.4% | -5.5% | -1.0% | -5.0% |
| 30D | +25.4% | +6.1% | +19.3% | +23.4% |
| 3M | +115.3% | +38.6% | +76.7% | +94.9% |
| 6M | +56.5% | +0.7% | +55.9% | +53.6% |
| YTD | +198.2% | +20.3% | +177.8% | +176.3% |
| 1Y | +242.0% | +25.0% | +217.0% | +211.0% |
| All | +35.0% | +94.1% | -59.1% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling