-9.4%
BITO vs DAL
+103.2%
-112.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +1.1% | +0.8% | +0.3% | +0.7% |
| 30D | +21.8% | -11.7% | +33.5% | +28.0% |
| 3M | +25.0% | -2.7% | +27.8% | +25.2% |
| 6M | +11.3% | +30.7% | -19.3% | -3.1% |
| YTD | -12.7% | +14.4% | -27.1% | -19.8% |
| 1Y | -32.3% | +31.2% | -63.5% | -41.9% |
| 3Y | +150.3% | +99.4% | +50.9% | +68.7% |
| All | -9.4% | +103.2% | -112.6% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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