+56.3%
BITO vs AMIX
-99.9%
+156.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.9% |
| 7D | +1.5% | -3.4% | +4.9% | +1.6% |
| 30D | +20.0% | -54.4% | +74.4% | +21.0% |
| 3M | +22.8% | -45.7% | +68.5% | +21.7% |
| 6M | +13.1% | -49.2% | +62.3% | +12.0% |
| YTD | -12.5% | -60.3% | +47.9% | -12.5% |
| 1Y | -32.6% | -81.4% | +48.8% | -31.0% |
| All | +56.3% | -99.9% | +156.1% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling