+158.7%
BITO vs DOCS
+9.5%
+149.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.2% |
| 7D | +2.9% | -1.4% | +4.3% | +3.0% |
| 30D | +22.6% | +21.8% | +0.8% | +19.8% |
| 3M | +24.7% | +27.3% | -2.6% | +21.1% |
| 6M | +7.5% | -0.3% | +7.8% | +6.6% |
| YTD | -10.8% | -40.5% | +29.7% | -6.6% |
| 1Y | -29.9% | -61.5% | +31.6% | -22.8% |
| All | +158.7% | +9.5% | +149.3% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling