+156.8%
BITO vs AU
+577.5%
-420.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -3.4% | -4.3% | +0.8% | -2.9% |
| 30D | +21.4% | +7.3% | +14.1% | +20.6% |
| 3M | +20.5% | +26.3% | -5.8% | +17.7% |
| 6M | +7.4% | +1.8% | +5.6% | +6.3% |
| YTD | -13.9% | +26.8% | -40.7% | -15.8% |
| 1Y | -35.1% | +66.7% | -101.8% | -37.5% |
| 3Y | +156.8% | +579.1% | -422.2% | +149.1% |
| All | +156.8% | +577.5% | -420.7% | +149.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling