-34.5%
BITO vs ACWI
+19.1%
-53.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | 0.0% |
| 7D | -5.8% | -1.9% | -3.9% | -2.9% |
| 30D | +21.1% | -1.3% | +22.4% | +23.7% |
| 3M | +23.5% | +5.0% | +18.5% | +14.2% |
| 6M | +8.3% | +11.7% | -3.5% | -10.1% |
| YTD | -13.9% | +13.0% | -26.8% | -29.2% |
| 1Y | -34.5% | +19.2% | -53.8% | -49.8% |
| All | -34.5% | +19.1% | -53.6% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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