+122.0%
ADI vs BITO
-8.3%
+130.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | +1.3% | -5.8% | +7.1% | +2.5% |
| 30D | -6.0% | +21.1% | -27.1% | -9.4% |
| 3M | -7.7% | +23.5% | -31.2% | -11.5% |
| 6M | +14.0% | +8.3% | +5.7% | +11.8% |
| YTD | +34.4% | -13.9% | +48.3% | +36.5% |
| 1Y | +48.0% | -34.5% | +82.5% | +57.8% |
| 3Y | +113.3% | +147.0% | -33.7% | +66.0% |
| All | +122.0% | -8.3% | +130.3% | +99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling