-6.8%
AVGO vs BITO
-25.7%
+18.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.9% | -4.9% | -3.0% |
| 7D | -7.5% | -1.9% | -5.6% | -6.9% |
| 30D | -10.2% | -6.7% | -3.5% | -8.2% |
| 3M | -22.0% | +23.1% | -45.1% | -27.6% |
| 6M | -21.6% | -2.0% | -19.6% | -21.3% |
| YTD | -5.4% | -11.4% | +5.9% | -2.8% |
| 1Y | -6.8% | -23.4% | +16.5% | +2.6% |
| All | -6.8% | -25.7% | +18.8% | +2.6% |
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