+156.8%
BITO vs DAR
+7.7%
+149.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.1% |
| 7D | -5.8% | +0.9% | -6.8% | -6.0% |
| 30D | +21.1% | +6.4% | +14.7% | +19.6% |
| 3M | +23.5% | +13.2% | +10.3% | +20.2% |
| 6M | +8.3% | +26.2% | -17.9% | +2.7% |
| YTD | -13.9% | +84.4% | -98.2% | -24.6% |
| 1Y | -34.5% | +112.0% | -146.6% | -44.8% |
| All | +156.8% | +7.7% | +149.1% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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