-29.9%
BITO vs EVRG
+17.4%
-47.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.5% |
| 7D | +2.9% | +1.1% | +1.8% | +3.0% |
| 30D | +22.6% | -1.0% | +23.6% | +22.3% |
| 3M | +24.7% | +0.4% | +24.2% | +23.9% |
| 6M | +7.5% | -0.8% | +8.3% | +7.5% |
| YTD | -10.8% | +15.3% | -26.1% | -14.2% |
| 1Y | -29.9% | +17.9% | -47.8% | -30.9% |
| All | -29.9% | +17.4% | -47.3% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling