-29.5%
BITO vs EQH
+12.7%
-42.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.7% | +0.7% | -2.5% |
| 7D | -5.9% | -3.1% | -2.8% | -4.5% |
| 30D | -11.5% | -2.9% | -8.6% | -10.3% |
| 3M | +15.6% | +3.1% | +12.5% | +13.6% |
| 6M | -8.9% | +21.8% | -30.7% | -18.0% |
| YTD | -15.9% | +13.3% | -29.2% | -22.5% |
| 1Y | -29.5% | +20.1% | -49.7% | -35.8% |
| All | -29.5% | +12.7% | -42.3% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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