+156.8%
BITO vs ETR
+143.8%
+13.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -3.4% | -1.8% | -1.6% | -3.2% |
| 30D | +21.4% | -1.8% | +23.2% | +21.7% |
| 3M | +20.5% | -3.6% | +24.1% | +21.1% |
| 6M | +7.4% | +2.6% | +4.8% | +6.4% |
| YTD | -13.9% | +16.0% | -29.9% | -16.7% |
| 1Y | -35.1% | +20.1% | -55.2% | -37.4% |
| 3Y | +156.8% | +143.6% | +13.2% | +134.4% |
| All | +156.8% | +143.8% | +13.0% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 3y: compounded portfolio wealth divided by compounded ETR 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…
3y analysis · Full analysis span regression · 6 months rolling