+151.0%
BITO vs AMC
-67.8%
+218.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.6% |
| 7D | +1.5% | -0.8% | +2.3% | +1.6% |
| 30D | +20.0% | -1.2% | +21.2% | +20.0% |
| 3M | +22.8% | +42.2% | -19.5% | +17.8% |
| 6M | +13.1% | +118.8% | -105.7% | +3.6% |
| YTD | -12.5% | +64.1% | -76.6% | -18.1% |
| 1Y | -32.6% | -9.5% | -23.0% | -33.9% |
| 3Y | +151.0% | -64.3% | +215.4% | +136.5% |
| All | +151.0% | -67.8% | +218.9% | +136.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling