-10.6%
BITO vs EQT
+194.2%
-204.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | -5.8% | -1.2% | -4.6% | -5.5% |
| 30D | +21.1% | +1.1% | +20.0% | +20.7% |
| 3M | +23.5% | +4.8% | +18.7% | +21.5% |
| 6M | +8.3% | -10.6% | +18.9% | +10.9% |
| YTD | -13.9% | +3.4% | -17.3% | -15.3% |
| 1Y | -34.5% | +8.7% | -43.2% | -36.7% |
| 3Y | +147.0% | +35.0% | +112.0% | +119.3% |
| All | -10.6% | +194.2% | -204.8% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling