-13.6%
BITO vs DOCS
-56.1%
+42.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.3% | -4.3% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -14.6% | +8.7% | -23.3% | -15.8% |
| 3M | +11.4% | +32.9% | -21.4% | +6.1% |
| 6M | -13.3% | +25.5% | -38.8% | -18.1% |
| YTD | -20.9% | -25.0% | +4.1% | -18.7% |
| 1Y | -32.1% | -34.9% | +2.8% | -28.4% |
| 3Y | +58.2% | +39.3% | +18.9% | +31.4% |
| 5Y | -13.6% | -54.8% | +41.2% | -5.7% |
| All | -13.6% | -56.1% | +42.5% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling