+1,187.8%
BE vs BITO
-7.1%
+1,194.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.7% |
| 7D | +23.9% | +1.1% | +22.9% | +23.2% |
| 30D | +27.8% | +21.8% | +6.1% | +16.1% |
| 3M | +3.7% | +25.0% | -21.3% | -6.7% |
| 6M | +78.0% | +11.3% | +66.6% | +68.5% |
| YTD | +209.9% | -12.7% | +222.6% | +225.8% |
| 1Y | +389.6% | -32.3% | +421.9% | +475.2% |
| 3Y | +1,730.6% | +150.3% | +1,580.3% | +1,031.6% |
| All | +1,187.8% | -7.1% | +1,194.9% | +1,425.4% |
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