-23.4%
BITO vs EXE
-18.4%
-4.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.8% | +2.8% |
| 7D | -1.9% | -4.7% | +2.7% | -2.0% |
| 30D | -6.7% | +1.0% | -7.7% | -6.8% |
| 3M | +23.1% | -5.6% | +28.7% | +22.8% |
| 6M | -2.0% | -12.3% | +10.3% | -1.8% |
| YTD | -11.4% | -19.5% | +8.1% | -10.1% |
| 1Y | -23.4% | -18.9% | -4.5% | -23.8% |
| All | -23.4% | -18.4% | -4.9% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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