-23.4%
BITO vs AEIS
+6.2%
-29.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -11.1% | +14.0% | +4.3% |
| 7D | -1.9% | -12.7% | +10.8% | -0.4% |
| 30D | -6.7% | -28.8% | +22.1% | -2.9% |
| 3M | +23.1% | -38.0% | +61.1% | +29.9% |
| 6M | -2.0% | -45.3% | +43.3% | +4.6% |
| YTD | -11.4% | +1.1% | -12.5% | -23.0% |
| 1Y | -23.4% | +8.6% | -32.0% | -35.9% |
| All | -23.4% | +6.2% | -29.6% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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