-7.4%
BITO vs DOC
-20.7%
+13.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.6% | -1.9% |
| 7D | +2.9% | -1.5% | +4.4% | +3.4% |
| 30D | +22.6% | -4.8% | +27.4% | +24.5% |
| 3M | +24.7% | +6.9% | +17.8% | +21.8% |
| 6M | +7.5% | +20.7% | -13.3% | +0.3% |
| YTD | -10.8% | +34.1% | -44.9% | -19.8% |
| 1Y | -29.9% | +22.6% | -52.6% | -35.1% |
| 3Y | +158.9% | +20.8% | +138.1% | +140.9% |
| All | -7.4% | -20.7% | +13.3% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling