+156.8%
BITO vs BTG
+94.8%
+62.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -3.4% | -3.8% | +0.3% | -2.8% |
| 30D | +21.4% | +3.6% | +17.8% | +20.7% |
| 3M | +20.5% | +32.0% | -11.5% | +14.9% |
| 6M | +7.4% | +3.4% | +4.0% | +5.7% |
| YTD | -13.9% | +20.8% | -34.7% | -17.4% |
| 1Y | -35.1% | +22.4% | -57.5% | -38.4% |
| 3Y | +156.8% | +91.7% | +65.1% | +121.1% |
| All | +156.8% | +94.8% | +62.0% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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