-10.6%
BITO vs EVRG
+56.1%
-66.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | +21.4% | -1.2% | +22.6% | +21.7% |
| 3M | +20.5% | -0.6% | +21.1% | +20.4% |
| 6M | +7.4% | +2.4% | +4.9% | +6.0% |
| YTD | -13.9% | +15.5% | -29.3% | -18.5% |
| 1Y | -35.1% | +16.8% | -51.9% | -38.8% |
| 3Y | +156.8% | +75.0% | +81.8% | +107.2% |
| All | -10.6% | +56.1% | -66.7% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling