+336.8%
AVGO vs BITO
+149.6%
+187.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.1% | -3.4% | +4.6% | +2.0% |
| 30D | -13.0% | +21.4% | -34.4% | -17.3% |
| 3M | -6.0% | +20.5% | -26.5% | -10.5% |
| 6M | +6.4% | +7.4% | -1.0% | +4.1% |
| YTD | +5.0% | -13.9% | +18.8% | +7.2% |
| 1Y | +1.4% | -35.1% | +36.5% | +9.7% |
| 3Y | +336.8% | +156.8% | +180.0% | +293.2% |
| All | +336.8% | +149.6% | +187.2% | +293.2% |
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