+680.0%
AVGO vs BITO
-7.1%
+687.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -0.8% | +1.1% | -1.8% | -1.1% |
| 30D | -13.7% | +21.8% | -35.5% | -17.7% |
| 3M | -6.9% | +25.0% | -32.0% | -11.8% |
| 6M | +5.8% | +11.3% | -5.6% | +2.8% |
| YTD | +5.7% | -12.7% | +18.4% | +7.5% |
| 1Y | +9.0% | -32.3% | +41.3% | +16.7% |
| 3Y | +340.5% | +150.3% | +190.2% | +255.2% |
| All | +680.0% | -7.1% | +687.1% | +619.1% |
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