-29.9%
BITO vs AU
+100.5%
-130.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.1% | -2.0% |
| 7D | +2.9% | -3.6% | +6.5% | +3.7% |
| 30D | +22.6% | +23.9% | -1.3% | +17.9% |
| 3M | +24.7% | +19.1% | +5.6% | +20.0% |
| 6M | +7.5% | -0.2% | +7.6% | +5.5% |
| YTD | -10.8% | +32.5% | -43.3% | -16.0% |
| 1Y | -29.9% | +96.9% | -126.8% | -35.8% |
| All | -29.9% | +100.5% | -130.4% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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