+60.8%
BITO vs AMC
-58.0%
+118.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -4.1% |
| 7D | -6.3% | +8.4% | -14.8% | -7.0% |
| 30D | -14.6% | +9.2% | -23.8% | -15.3% |
| 3M | +11.4% | +32.0% | -20.6% | +8.4% |
| 6M | -13.3% | +149.3% | -162.6% | -21.8% |
| YTD | -20.9% | +114.1% | -135.0% | -28.2% |
| 1Y | -32.1% | +35.8% | -67.9% | -35.8% |
| All | +60.8% | -58.0% | +118.8% | +62.5% |
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