+87.8%
AAPL vs BITO
+149.6%
-61.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +3.8% | -3.4% | +7.3% | +4.2% |
| 30D | +9.9% | +21.4% | -11.5% | +7.7% |
| 3M | +12.5% | +20.5% | -8.0% | +10.2% |
| 6M | +27.6% | +7.4% | +20.2% | +26.3% |
| YTD | +22.6% | -13.9% | +36.4% | +23.5% |
| 1Y | +45.0% | -35.1% | +80.0% | +50.0% |
| 3Y | +87.8% | +156.8% | -69.1% | +76.1% |
| All | +87.8% | +149.6% | -61.9% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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