-29.9%
BITO vs DOW
+30.0%
-59.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.6% | -2.1% |
| 7D | +2.9% | -2.4% | +5.3% | +3.1% |
| 30D | +22.6% | +0.4% | +22.2% | +22.3% |
| 3M | +24.7% | -14.4% | +39.0% | +27.2% |
| 6M | +7.5% | -7.0% | +14.4% | +4.3% |
| YTD | -10.8% | +30.2% | -41.0% | -22.2% |
| 1Y | -29.9% | +29.2% | -59.1% | -37.3% |
| All | -29.9% | +30.0% | -59.9% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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