-10.6%
BITO vs BLDR
+4.4%
-15.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.6% |
| 7D | -3.4% | -8.2% | +4.8% | -1.3% |
| 30D | +21.4% | -16.6% | +38.0% | +27.0% |
| 3M | +20.5% | -23.2% | +43.7% | +27.3% |
| 6M | +7.4% | -33.7% | +41.1% | +17.5% |
| YTD | -13.9% | -41.3% | +27.5% | -3.2% |
| 1Y | -35.1% | -58.8% | +23.7% | -19.1% |
| 3Y | +156.8% | -57.5% | +214.3% | +196.6% |
| All | -10.6% | +4.4% | -15.0% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling