-35.1%
BITO vs BUD
+34.7%
-69.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | -3.4% | -2.6% | -0.8% | -3.6% |
| 30D | +21.4% | -1.2% | +22.6% | +21.3% |
| 3M | +20.5% | -4.9% | +25.4% | +20.0% |
| 6M | +7.4% | +9.3% | -1.9% | +7.3% |
| YTD | -13.9% | +24.0% | -37.8% | -11.2% |
| 1Y | -35.1% | +34.5% | -69.6% | -29.8% |
| All | -35.1% | +34.7% | -69.8% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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