+156.8%
BITO vs ALNY
+23.4%
+133.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -3.4% | -6.5% | +3.1% | -3.1% |
| 30D | +21.4% | +11.0% | +10.4% | +20.6% |
| 3M | +20.5% | -14.1% | +34.6% | +20.9% |
| 6M | +7.4% | -22.4% | +29.8% | +8.4% |
| YTD | -13.9% | -37.5% | +23.6% | -12.0% |
| 1Y | -35.1% | -46.9% | +11.9% | -33.2% |
| 3Y | +156.8% | +22.1% | +134.8% | +171.5% |
| All | +156.8% | +23.4% | +133.5% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 3y: compounded portfolio wealth divided by compounded ALNY 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…
3y analysis · Full analysis span regression · 6 months rolling