-10.6%
BITO vs AMC
-99.4%
+88.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | -0.9% |
| 7D | -5.8% | -7.1% | +1.3% | -5.1% |
| 30D | +21.1% | -1.7% | +22.8% | +21.2% |
| 3M | +23.5% | +13.5% | +10.0% | +20.1% |
| 6M | +8.3% | +112.6% | -104.3% | -2.5% |
| YTD | -13.9% | +51.3% | -65.2% | -19.9% |
| 1Y | -34.5% | -14.5% | -20.0% | -35.5% |
| 3Y | +147.0% | -67.1% | +214.1% | +150.1% |
| All | -10.6% | -99.4% | +88.9% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling