+123.4%
ADI vs BITO
+149.6%
-26.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +4.6% | -3.4% | +8.0% | +5.1% |
| 30D | -1.2% | +21.4% | -22.6% | -4.1% |
| 3M | -7.8% | +20.5% | -28.3% | -10.4% |
| 6M | +19.3% | +7.4% | +12.0% | +17.6% |
| YTD | +40.9% | -13.9% | +54.8% | +42.5% |
| 1Y | +54.5% | -35.1% | +89.6% | +62.6% |
| 3Y | +123.4% | +156.8% | -33.4% | +106.5% |
| All | +123.4% | +149.6% | -26.2% | +106.5% |
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