+1,726.2%
BE vs BITO
+149.6%
+1,576.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | +9.0% | -3.4% | +12.5% | +10.7% |
| 30D | +16.3% | +21.4% | -5.1% | +6.1% |
| 3M | +10.8% | +20.5% | -9.7% | +1.7% |
| 6M | +73.2% | +7.4% | +65.8% | +67.0% |
| YTD | +217.4% | -13.9% | +231.2% | +233.5% |
| 1Y | +309.8% | -35.1% | +344.9% | +378.0% |
| 3Y | +1,726.2% | +156.8% | +1,569.3% | +1,212.7% |
| All | +1,726.2% | +149.6% | +1,576.5% | +1,212.7% |
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