-29.9%
BITO vs EQH
+2.5%
-32.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.0% |
| 7D | +2.9% | +5.5% | -2.6% | +0.8% |
| 30D | +22.6% | +3.2% | +19.4% | +20.7% |
| 3M | +24.7% | +32.5% | -7.9% | +9.6% |
| 6M | +7.5% | +33.7% | -26.3% | -6.7% |
| YTD | -10.8% | +13.4% | -24.2% | -18.0% |
| 1Y | -29.9% | +0.6% | -30.5% | -34.2% |
| All | -29.9% | +2.5% | -32.4% | -34.2% |
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