-64.9%
IOVA vs BTG
+75.0%
-139.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.6% |
| 7D | -2.2% | +2.4% | -4.6% | -2.9% |
| 30D | +31.7% | +9.5% | +22.2% | +28.3% |
| 3M | +117.3% | +38.5% | +78.8% | +96.1% |
| 6M | +55.8% | +5.6% | +50.2% | +50.2% |
| YTD | +208.8% | +23.9% | +184.9% | +182.2% |
| 1Y | +255.7% | +32.1% | +223.6% | +216.2% |
| 3Y | +41.7% | +103.2% | -61.5% | +7.7% |
| 5Y | -64.9% | +79.7% | -144.6% | -72.3% |
| All | -64.9% | +75.0% | -139.9% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling