-35.1%
BITO vs AU
+72.0%
-107.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -3.4% | -4.3% | +0.8% | -2.6% |
| 30D | +21.4% | +7.3% | +14.1% | +20.0% |
| 3M | +20.5% | +26.3% | -5.8% | +15.5% |
| 6M | +7.4% | +1.8% | +5.6% | +5.5% |
| YTD | -13.9% | +26.8% | -40.7% | -17.9% |
| 1Y | -35.1% | +66.7% | -101.8% | -40.5% |
| All | -35.1% | +72.0% | -107.1% | -40.5% |
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