-16.2%
BITO vs ACWI
+58.7%
-74.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.2% |
| 7D | -9.2% | +2.4% | -11.7% | -12.5% |
| 30D | -15.9% | -1.7% | -14.3% | -13.8% |
| 3M | +7.3% | -3.9% | +11.2% | +14.0% |
| 6M | -15.2% | +0.8% | -16.0% | -16.1% |
| YTD | -23.8% | +11.0% | -34.8% | -34.2% |
| 1Y | -32.2% | +13.1% | -45.3% | -43.0% |
| 3Y | +55.1% | +73.9% | -18.8% | -31.1% |
| All | -16.2% | +58.7% | -74.9% | -53.6% |
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