+156.8%
BITO vs EWT
+198.4%
-41.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -1.0% |
| 7D | -3.4% | -1.1% | -2.3% | -2.9% |
| 30D | +21.4% | +4.5% | +17.0% | +18.4% |
| 3M | +20.5% | +8.3% | +12.2% | +14.1% |
| 6M | +7.4% | +54.2% | -46.9% | -19.7% |
| YTD | -13.9% | +74.6% | -88.4% | -40.4% |
| 1Y | -35.1% | +84.9% | -120.0% | -56.6% |
| 3Y | +156.8% | +197.5% | -40.7% | +33.5% |
| All | +156.8% | +198.4% | -41.6% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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