-10.6%
BITO vs EVRG
+55.6%
-66.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -5.8% | -0.7% | -5.1% | -5.6% |
| 30D | +21.1% | 0.0% | +21.1% | +21.0% |
| 3M | +23.5% | -1.0% | +24.5% | +23.5% |
| 6M | +8.3% | +1.0% | +7.3% | +7.4% |
| YTD | -13.9% | +15.1% | -29.0% | -18.4% |
| 1Y | -34.5% | +17.6% | -52.1% | -38.4% |
| 3Y | +147.0% | +70.5% | +76.5% | +101.5% |
| All | -10.6% | +55.6% | -66.2% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling