-10.6%
BITO vs EQH
+83.5%
-94.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.7% |
| 7D | -3.4% | +0.7% | -4.2% | -3.8% |
| 30D | +21.4% | +2.8% | +18.6% | +19.4% |
| 3M | +20.5% | +23.1% | -2.6% | +7.6% |
| 6M | +7.4% | +41.4% | -34.0% | -11.6% |
| YTD | -13.9% | +14.3% | -28.1% | -20.6% |
| 1Y | -35.1% | +1.6% | -36.7% | -36.8% |
| 3Y | +156.8% | +102.7% | +54.1% | +67.8% |
| All | -10.6% | +83.5% | -94.1% | -37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling