-14.1%
BITO vs DOCS
-53.9%
+39.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.5% |
| 7D | -2.4% | 0.0% | -2.4% | -2.3% |
| 30D | -9.5% | +7.8% | -17.3% | -10.7% |
| 3M | +13.5% | +20.0% | -6.5% | +9.8% |
| 6M | -8.6% | +26.5% | -35.1% | -13.8% |
| YTD | -17.2% | -25.8% | +8.5% | -14.7% |
| 1Y | -30.5% | -39.5% | +8.9% | -25.8% |
| 3Y | +69.2% | +60.3% | +8.9% | +35.0% |
| 5Y | -14.1% | -57.0% | +42.9% | -5.5% |
| All | -14.1% | -53.9% | +39.9% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling