+59.2%
BITO vs AMIX
-99.9%
+159.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.5% | -2.4% |
| 7D | +2.9% | -13.7% | +16.6% | +3.0% |
| 30D | +22.6% | -62.1% | +84.7% | +23.8% |
| 3M | +24.7% | -46.2% | +70.8% | +23.6% |
| 6M | +7.5% | -46.4% | +53.9% | +6.2% |
| YTD | -10.8% | -60.3% | +49.5% | -10.8% |
| 1Y | -29.9% | -79.7% | +49.8% | -28.5% |
| All | +59.2% | -99.9% | +159.1% | +33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling