-10.6%
BITO vs EQX
+57.2%
-67.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | -3.4% | -3.2% | -0.2% | -2.9% |
| 30D | +21.4% | +7.8% | +13.7% | +19.7% |
| 3M | +20.5% | +21.3% | -0.8% | +15.9% |
| 6M | +7.4% | -22.4% | +29.8% | +11.1% |
| YTD | -13.9% | -11.3% | -2.6% | -13.6% |
| 1Y | -35.1% | +13.5% | -48.6% | -38.0% |
| 3Y | +156.8% | +162.1% | -5.3% | +98.4% |
| All | -10.6% | +57.2% | -67.8% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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