-29.9%
BITO vs DOV
+11.5%
-41.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.7% |
| 7D | +2.9% | -2.7% | +5.5% | +3.7% |
| 30D | +22.6% | -8.1% | +30.7% | +25.6% |
| 3M | +24.7% | -9.4% | +34.1% | +27.7% |
| 6M | +7.5% | -12.6% | +20.1% | +11.0% |
| YTD | -10.8% | -0.5% | -10.3% | -11.7% |
| 1Y | -29.9% | +9.2% | -39.2% | -32.5% |
| All | -29.9% | +11.5% | -41.4% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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