+156.8%
BITO vs DHI
+21.1%
+135.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | -3.4% | -3.4% | 0.0% | -2.9% |
| 30D | +21.4% | -5.4% | +26.9% | +22.4% |
| 3M | +20.5% | -10.4% | +30.9% | +22.3% |
| 6M | +7.4% | -2.8% | +10.1% | +7.0% |
| YTD | -13.9% | -3.4% | -10.5% | -14.7% |
| 1Y | -35.1% | -22.9% | -12.2% | -32.5% |
| 3Y | +156.8% | +20.7% | +136.1% | +155.6% |
| All | +156.8% | +21.1% | +135.8% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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