-29.9%
BITO vs DOC
+22.3%
-52.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.3% |
| 7D | -7.0% | +1.0% | -8.1% | -7.2% |
| 30D | -10.2% | +8.1% | -18.3% | -11.2% |
| 3M | +16.2% | +0.9% | +15.3% | +16.4% |
| 6M | -10.7% | +6.3% | -17.0% | -11.2% |
| YTD | -17.4% | +33.8% | -51.1% | -19.3% |
| 1Y | -29.9% | +21.6% | -51.6% | -33.4% |
| All | -29.9% | +22.3% | -52.3% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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