+156.8%
BITO vs CG
+42.2%
+114.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.7% |
| 7D | -3.4% | -9.9% | +6.4% | +1.0% |
| 30D | +21.4% | -11.7% | +33.1% | +27.8% |
| 3M | +20.5% | -4.3% | +24.8% | +22.0% |
| 6M | +7.4% | -8.8% | +16.1% | +10.5% |
| YTD | -13.9% | -26.9% | +13.0% | -2.1% |
| 1Y | -35.1% | -35.4% | +0.4% | -22.6% |
| 3Y | +156.8% | +43.0% | +113.8% | +137.1% |
| All | +156.8% | +42.2% | +114.7% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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