-10.6%
BITO vs EQT
+189.5%
-200.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -3.4% | -2.0% | -1.5% | -3.0% |
| 30D | +21.4% | 0.0% | +21.4% | +21.3% |
| 3M | +20.5% | +5.9% | +14.6% | +18.2% |
| 6M | +7.4% | -14.8% | +22.2% | +11.4% |
| YTD | -13.9% | +1.8% | -15.6% | -15.0% |
| 1Y | -35.1% | +7.4% | -42.4% | -37.0% |
| 3Y | +156.8% | +33.6% | +123.2% | +128.5% |
| All | -10.6% | +189.5% | -200.0% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling