+55.3%
BE vs BITO
-25.7%
+81.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.9% | -9.3% | -8.4% |
| 7D | -12.1% | -1.9% | -10.2% | -10.9% |
| 30D | -30.1% | -6.7% | -23.4% | -26.3% |
| 3M | -12.1% | +23.1% | -35.2% | -25.8% |
| 6M | -30.6% | -2.0% | -28.5% | -28.9% |
| YTD | +130.6% | -11.4% | +142.0% | +153.9% |
| 1Y | +55.3% | -23.4% | +78.6% | +107.8% |
| All | +55.3% | -25.7% | +81.0% | +107.8% |
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