-29.9%
BITO vs AMRZ
-14.5%
-15.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.0% | -2.4% |
| 7D | +2.9% | -1.9% | +4.8% | +3.1% |
| 30D | +22.6% | -16.9% | +39.5% | +25.1% |
| 3M | +24.7% | -19.2% | +43.8% | +27.3% |
| 6M | +7.5% | -29.3% | +36.7% | +11.1% |
| YTD | -10.8% | -18.0% | +7.2% | -9.9% |
| 1Y | -29.9% | -15.1% | -14.8% | -29.4% |
| All | -29.9% | -14.5% | -15.4% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling