+188.9%
AMAT vs BITO
-30.5%
+219.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.5% | +6.8% | +5.2% |
| 7D | -1.5% | +2.9% | -4.4% | -2.7% |
| 30D | -14.8% | +22.6% | -37.4% | -21.5% |
| 3M | -9.3% | +24.7% | -33.9% | -16.7% |
| 6M | +27.4% | +7.5% | +19.9% | +23.1% |
| YTD | +77.6% | -10.8% | +88.4% | +78.8% |
| 1Y | +188.9% | -29.9% | +218.8% | +232.4% |
| All | +188.9% | -30.5% | +219.5% | +232.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling