-9.1%
BITO vs ACWI
+67.9%
-77.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +1.5% | +1.1% | +0.5% | 0.0% |
| 30D | +20.0% | -0.2% | +20.2% | +20.5% |
| 3M | +22.8% | +4.7% | +18.1% | +14.8% |
| 6M | +13.1% | +14.5% | -1.4% | -7.5% |
| YTD | -12.5% | +14.6% | -27.1% | -28.0% |
| 1Y | -32.6% | +21.4% | -54.0% | -48.8% |
| 3Y | +151.0% | +77.6% | +73.4% | +7.7% |
| All | -9.1% | +67.9% | -77.0% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling